Sowell 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 | $302K | Buy |
846
+194
| +30% | +$69.2K | 0.01% | 786 |
|
|
2025
Q1 | $260K | Buy |
+652
| New | +$260K | 0.01% | 829 |
|
|
2021
Q2 | – | Sell |
-1,019
| Closed | -$261K | – | 624 |
|
|
2021
Q1 | $261K | Buy |
1,019
+86
| +9% | +$22K | 0.01% | 906 |
|
|
2020
Q4 | $197K | Buy |
933
+194
| +26% | +$41K | 0.01% | 849 |
|
|
2020
Q3 | $152K | Buy |
739
+6
| +0.8% | +$1.23K | 0.01% | 823 |
|
|
2020
Q2 | $141K | Sell |
733
-505
| -41% | -$97.1K | 0.01% | 857 |
|
|
2020
Q1 | $204K | Buy |
1,238
+966
| +355% | +$159K | 0.02% | 642 |
|
|
2019
Q4 | $57K | Sell |
272
-57
| -17% | -$11.9K | ﹤0.01% | 1111 |
|
|
2019
Q3 | $64K | Buy |
+329
| New | +$64K | 0.01% | 936 |
|