Lantz Financial’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Sell |
1,738
-263
| -13% | -$93.8K | 0.15% | 130 |
|
|
2025
Q1 | $799K | Buy |
2,001
+481
| +32% | +$192K | 0.22% | 109 |
|
|
2024
Q4 | $546K | Sell |
1,520
-334
| -18% | -$120K | 0.15% | 132 |
|
|
2024
Q3 | $641K | Buy |
1,854
+52
| +3% | +$18K | 0.17% | 120 |
|
|
2024
Q2 | $529K | Sell |
1,802
-12
| -0.7% | -$3.52K | 0.16% | 126 |
|
|
2024
Q1 | $605K | Buy |
1,814
+20
| +1% | +$6.67K | 0.19% | 111 |
|
|
2023
Q4 | $522K | Sell |
1,794
-3
| -0.2% | -$873 | 0.19% | 112 |
|
|
2023
Q3 | $583K | Buy |
1,797
+3
| +0.2% | +$973 | 0.23% | 97 |
|
|
2023
Q2 | $619K | Buy |
1,794
+10
| +0.6% | +$3.45K | 0.24% | 96 |
|
|
2023
Q1 | $562K | Sell |
1,784
-100
| -5% | -$31.5K | 0.23% | 99 |
|
|
2022
Q4 | $565K | Hold |
1,884
| – | – | 0.26% | 94 |
|
|
2022
Q3 | $505K | Sell |
1,884
-106
| -5% | -$28.4K | 0.26% | 89 |
|
|
2022
Q2 | $537K | Buy |
1,990
+1,289
| +184% | +$348K | 0.24% | 94 |
|
|
2022
Q1 | $228K | Buy |
+701
| New | +$228K | 0.09% | 157 |
|