Regal Investment 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 | $996K | Sell |
2,793
-3
| -0.1% | -$1.07K | 0.07% | 234 |
|
|
2025
Q1 | $1.12M | Sell |
2,796
-14
| -0.5% | -$5.59K | 0.09% | 209 |
|
|
2024
Q4 | $1.01M | Buy |
+2,810
| New | +$1.01M | 0.08% | 226 |
|
|
2014
Q2 | – | Sell |
-435
| Closed | -$37K | – | 900 |
|
|
2014
Q1 | $37K | Buy |
+435
| New | +$37K | 0.02% | 398 |
|