Oxford Financial Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
2,967
-1,246
| -30% | -$445K | 0.06% | 78 |
|
|
2025
Q1 | $1.68M | Buy |
4,213
+17
| +0.4% | +$6.79K | 0.12% | 57 |
|
|
2024
Q4 | $1.51M | Sell |
4,196
-4,361
| -51% | -$1.57M | 0.1% | 66 |
|
|
2024
Q3 | $2.96M | Sell |
8,557
-154
| -2% | -$53.3K | 0.19% | 45 |
|
|
2024
Q2 | $2.56M | Buy |
8,711
+3,930
| +82% | +$1.15M | 0.17% | 49 |
|
|
2024
Q1 | $1.6M | Buy |
4,781
+27
| +0.6% | +$9.01K | 0.11% | 57 |
|
|
2023
Q4 | $1.38M | Hold |
4,754
| – | – | 0.1% | 66 |
|
|
2023
Q3 | $1.54M | Sell |
4,754
-244
| -5% | -$79.1K | 0.13% | 53 |
|
|
2023
Q2 | $1.73M | Buy |
4,998
+127
| +3% | +$43.8K | 0.16% | 51 |
|
|
2023
Q1 | $1.54M | Sell |
4,871
-7
| -0.1% | -$2.21K | 0.17% | 51 |
|
|
2022
Q4 | $1.46M | Buy |
4,878
+91
| +2% | +$27.3K | 0.17% | 52 |
|
|
2022
Q3 | $1.28M | Sell |
4,787
-18
| -0.4% | -$4.82K | 0.19% | 54 |
|
|
2022
Q2 | $1.3M | Buy |
4,805
+18
| +0.4% | +$4.86K | 0.19% | 55 |
|
|
2022
Q1 | $1.56M | Hold |
4,787
| – | – | 0.2% | 52 |
|
|
2021
Q4 | $1.44M | Hold |
4,787
| – | – | 0.16% | 59 |
|
|
2021
Q3 | $1.37M | Hold |
4,787
| – | – | 0.17% | 51 |
|
|
2021
Q2 | $1.14M | Buy |
4,787
+23
| +0.5% | +$5.49K | 0.15% | 68 |
|
|
2021
Q1 | $1.1M | Hold |
4,764
| – | – | 0.15% | 60 |
|
|
2020
Q4 | $1.01M | Buy |
4,764
+10
| +0.2% | +$2.11K | 0.15% | 65 |
|
|
2020
Q3 | $981K | Hold |
4,754
| – | – | 0.16% | 56 |
|
|
2020
Q2 | $916K | Buy |
+4,754
| New | +$916K | 0.16% | 59 |
|