Jones Financial Companies’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.6M | Buy |
4,544
+525
| +13% | +$185K | ﹤0.01% | 825 |
|
2025
Q1 | $1.59M | Buy |
4,019
+211
| +6% | +$83.3K | ﹤0.01% | 720 |
|
2024
Q4 | $1.37M | Buy |
3,808
+744
| +24% | +$267K | ﹤0.01% | 661 |
|
2024
Q3 | $1.07M | Buy |
3,064
+759
| +33% | +$264K | ﹤0.01% | 593 |
|
2024
Q2 | $677K | Buy |
2,305
+2,258
| +4,804% | +$663K | ﹤0.01% | 492 |
|
2024
Q1 | $15.7K | Sell |
47
-17
| -27% | -$5.67K | ﹤0.01% | 954 |
|
2023
Q4 | $18.6K | Buy |
64
+28
| +78% | +$8.15K | ﹤0.01% | 600 |
|
2023
Q3 | $11.7K | Buy |
36
+21
| +140% | +$6.81K | ﹤0.01% | 470 |
|
2023
Q2 | $5.18K | Sell |
15
-15
| -50% | -$5.18K | ﹤0.01% | 491 |
|
2023
Q1 | $9.46K | Sell |
30
-46
| -61% | -$14.5K | ﹤0.01% | 477 |
|
2022
Q4 | $23K | Buy |
76
+16
| +27% | +$4.84K | ﹤0.01% | 408 |
|
2022
Q3 | $16K | Sell |
60
-8
| -12% | -$2.13K | ﹤0.01% | 395 |
|
2022
Q2 | $18K | Sell |
68
-9
| -12% | -$2.38K | ﹤0.01% | 416 |
|
2022
Q1 | $25K | Sell |
77
-25
| -25% | -$8.12K | ﹤0.01% | 414 |
|
2021
Q4 | $31K | Sell |
102
-14
| -12% | -$4.26K | ﹤0.01% | 414 |
|
2021
Q3 | $33K | Hold |
116
| – | – | ﹤0.01% | 369 |
|
2021
Q2 | $28K | Buy |
116
+86
| +287% | +$20.8K | ﹤0.01% | 368 |
|
2021
Q1 | $7K | Sell |
30
-154
| -84% | -$35.9K | ﹤0.01% | 567 |
|
2020
Q4 | $39K | Buy |
+184
| New | +$39K | ﹤0.01% | 306 |
|
2013
Q4 | – | Sell |
-23
| Closed | -$2K | – | 237 |
|
2013
Q3 | $2K | Sell |
23
-5
| -18% | -$435 | ﹤0.01% | 643 |
|
2013
Q2 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 720 |
|