Financial Advocates Investment Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-590
| Closed | -$235K | – | 617 |
|
|
2025
Q1 | $235K | Buy |
590
+14
| +2% | +$5.59K | 0.02% | 626 |
|
|
2024
Q4 | $207K | Sell |
576
-448
| -44% | -$161K | 0.01% | 691 |
|
|
2024
Q3 | $354K | Sell |
1,024
-10
| -1% | -$3.46K | 0.02% | 553 |
|
|
2024
Q2 | $304K | Sell |
1,034
-836
| -45% | -$245K | 0.02% | 572 |
|
|
2024
Q1 | $624K | Sell |
1,870
-53
| -3% | -$17.7K | 0.04% | 410 |
|
|
2023
Q4 | $560K | Buy |
1,923
+622
| +48% | +$181K | 0.04% | 406 |
|
|
2023
Q3 | $422K | Buy |
1,301
+46
| +4% | +$14.9K | 0.03% | 449 |
|
|
2023
Q2 | $433K | Sell |
1,255
-18
| -1% | -$6.21K | 0.03% | 436 |
|
|
2023
Q1 | $401K | Sell |
1,273
-50
| -4% | -$15.8K | 0.03% | 468 |
|
|
2022
Q4 | $397K | Sell |
1,323
-2
| -0.2% | -$600 | 0.03% | 489 |
|
|
2022
Q3 | $355K | Sell |
1,325
-90
| -6% | -$24.1K | 0.03% | 499 |
|
|
2022
Q2 | $382K | Buy |
+1,415
| New | +$382K | 0.03% | 454 |
|
|
2022
Q1 | – | Sell |
-1,508
| Closed | -$790K | – | 731 |
|
|
2021
Q4 | $790K | Buy |
+1,508
| New | +$790K | 0.05% | 378 |
|