LRI Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
614
+17
| +3% | +$6.07K | 0.02% | 270 |
|
|
2025
Q1 | $238K | Buy |
597
+125
| +26% | +$49.9K | 0.02% | 241 |
|
|
2024
Q4 | $169K | Buy |
472
+10
| +2% | +$3.59K | 0.02% | 303 |
|
|
2024
Q3 | $174K | Buy |
462
+307
| +198% | +$115K | 0.02% | 310 |
|
|
2024
Q2 | $45.4K | Sell |
155
-219
| -59% | -$64.1K | 0.01% | 486 |
|
|
2024
Q1 | $125K | Buy |
+374
| New | +$125K | 0.03% | 175 |
|