Prospera Financial Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-573
| Closed | -$229K | – | 1317 |
|
|
2025
Q1 | $229K | Buy |
+573
| New | +$229K | 0.01% | 1081 |
|
|
2024
Q4 | – | Sell |
-1,660
| Closed | -$574K | – | 1139 |
|
|
2024
Q3 | $574K | Buy |
1,660
+26
| +2% | +$9K | 0.01% | 676 |
|
|
2024
Q2 | $480K | Sell |
1,634
-166
| -9% | -$48.7K | 0.01% | 726 |
|
|
2024
Q1 | $601K | Buy |
1,800
+226
| +14% | +$75.4K | 0.02% | 643 |
|
|
2023
Q4 | $458K | Sell |
1,574
-276
| -15% | -$80.3K | 0.02% | 696 |
|
|
2023
Q3 | $600K | Buy |
1,850
+102
| +6% | +$33.1K | 0.02% | 555 |
|
|
2023
Q2 | $603K | Buy |
1,748
+21
| +1% | +$7.25K | 0.02% | 559 |
|
|
2023
Q1 | $545K | Hold |
1,727
| – | – | 0.02% | 584 |
|
|
2022
Q4 | $518K | Buy |
1,727
+133
| +8% | +$39.9K | 0.03% | 528 |
|
|
2022
Q3 | $427K | Buy |
1,594
+4
| +0.3% | +$1.07K | 0.02% | 561 |
|
|
2022
Q2 | $429K | Sell |
1,590
-165
| -9% | -$44.5K | 0.02% | 560 |
|
|
2022
Q1 | $571K | Buy |
1,755
+274
| +19% | +$89.1K | 0.02% | 558 |
|
|
2021
Q4 | $446K | Buy |
+1,481
| New | +$446K | 0.02% | 607 |
|
|
2020
Q4 | – | Sell |
-20
| Closed | -$4K | – | 716 |
|
|
2020
Q3 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 1312 |
|