Kestra Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
19,769
+1,366
| +7% | +$487K | 0.03% | 492 |
|
|
2025
Q1 | $7.34M | Sell |
18,403
-823
| -4% | -$328K | 0.04% | 438 |
|
|
2024
Q4 | $6.91M | Sell |
19,226
-1,267
| -6% | -$455K | 0.04% | 463 |
|
|
2024
Q3 | $7.09M | Buy |
20,493
+2,319
| +13% | +$802K | 0.04% | 474 |
|
|
2024
Q2 | $5.34M | Buy |
18,174
+10,004
| +122% | +$2.94M | 0.03% | 565 |
|
|
2024
Q1 | $2.73M | Sell |
8,170
-994
| -11% | -$332K | 0.02% | 752 |
|
|
2023
Q4 | $2.67M | Buy |
9,164
+630
| +7% | +$183K | 0.02% | 676 |
|
|
2023
Q3 | $2.77M | Buy |
8,534
+978
| +13% | +$317K | 0.03% | 583 |
|
|
2023
Q2 | $2.61M | Sell |
7,556
-1,109
| -13% | -$383K | 0.03% | 580 |
|
|
2023
Q1 | $2.73M | Sell |
8,665
-6,987
| -45% | -$2.2M | 0.03% | 537 |
|
|
2022
Q4 | $4.7M | Buy |
15,652
+3,677
| +31% | +$1.1M | 0.04% | 458 |
|
|
2022
Q3 | $3.21M | Buy |
11,975
+2,300
| +24% | +$616K | 0.03% | 496 |
|
|
2022
Q2 | $2.61M | Buy |
9,675
+732
| +8% | +$197K | 0.03% | 573 |
|
|
2022
Q1 | $2.91M | Sell |
8,943
-960
| -10% | -$313K | 0.03% | 543 |
|
|
2021
Q4 | $2.98M | Sell |
9,903
-544
| -5% | -$163K | 0.03% | 544 |
|
|
2021
Q3 | $2.99M | Sell |
10,447
-194
| -2% | -$55.4K | 0.03% | 561 |
|
|
2021
Q2 | $2.54M | Buy |
10,641
+814
| +8% | +$194K | 0.03% | 562 |
|
|
2021
Q1 | $2.26M | Buy |
9,827
+5,651
| +135% | +$1.3M | 0.03% | 552 |
|
|
2020
Q4 | $863K | Buy |
4,176
+4,108
| +6,041% | +$849K | 0.01% | 930 |
|
|
2020
Q3 | $915K | Buy |
+68
| New | +$915K | 0.02% | 651 |
|