Legacy Capital Group California’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,392	Closed	-$405K	–	303
2023 Q4	$405K	Buy	1,392 +42	+3%	+$12.2K	0.16%	188
2023 Q3	$438K	Buy	1,350 +7	+0.5%	+$2.27K	0.19%	162
2023 Q2	$464K	Buy	1,343 +46	+4%	+$15.9K	0.19%	163
2023 Q1	$409K	Buy	+1,297	New	+$409K	0.2%	151