Legacy Financial Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
912
-54
| -6% | -$19.3K | 0.05% | 260 |
|
|
2025
Q1 | $386K | Buy |
966
+45
| +5% | +$18K | 0.06% | 245 |
|
|
2024
Q4 | $331K | Sell |
921
-32
| -3% | -$11.5K | 0.05% | 258 |
|
|
2024
Q3 | $330K | Buy |
953
+39
| +4% | +$13.5K | 0.06% | 260 |
|
|
2024
Q2 | $268K | Sell |
914
-38
| -4% | -$11.2K | 0.05% | 274 |
|
|
2024
Q1 | $318K | Sell |
952
-60
| -6% | -$20K | 0.06% | 241 |
|
|
2023
Q4 | $295K | Sell |
1,012
-135
| -12% | -$39.3K | 0.06% | 234 |
|
|
2023
Q3 | $372K | Buy |
1,147
+76
| +7% | +$24.6K | 0.07% | 178 |
|
|
2023
Q2 | $370K | Buy |
1,071
+22
| +2% | +$7.6K | 0.07% | 177 |
|
|
2023
Q1 | $331K | Buy |
1,049
+22
| +2% | +$6.94K | 0.07% | 173 |
|
|
2022
Q4 | $308K | Buy |
1,027
+148
| +17% | +$44.4K | 0.07% | 173 |
|
|
2022
Q3 | $235K | Buy |
879
+47
| +6% | +$12.6K | 0.06% | 192 |
|
|
2022
Q2 | $224K | Sell |
832
-2
| -0.2% | -$538 | 0.06% | 195 |
|
|
2022
Q1 | $272K | Buy |
834
+81
| +11% | +$26.4K | 0.06% | 181 |
|
|
2021
Q4 | $226K | Buy |
+753
| New | +$226K | 0.05% | 188 |
|
|
2019
Q2 | – | Sell |
-452
| Closed | -$77K | – | 168 |
|
|
2019
Q1 | $77K | Buy |
452
+61
| +16% | +$10.4K | 0.03% | 201 |
|
|
2018
Q4 | $57K | Buy |
391
+154
| +65% | +$22.5K | 0.02% | 221 |
|
|
2018
Q3 | $36K | Hold |
237
| – | – | 0.01% | 283 |
|
|
2018
Q2 | $34K | Sell |
237
-49
| -17% | -$7.03K | 0.01% | 289 |
|
|
2018
Q1 | $40K | Buy |
286
+22
| +8% | +$3.08K | 0.02% | 268 |
|
|
2017
Q4 | $35K | Buy |
+264
| New | +$35K | 0.01% | 289 |
|