Steward Partners Investment Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Sell |
2,141
-206
| -9% | -$73.5K | 0.01% | 1105 |
|
|
2025
Q1 | $937K | Buy |
2,347
+540
| +30% | +$216K | 0.01% | 949 |
|
|
2024
Q4 | $649K | Buy |
1,807
+408
| +29% | +$147K | 0.01% | 1040 |
|
|
2024
Q3 | $484K | Buy |
1,399
+224
| +19% | +$77.5K | ﹤0.01% | 1120 |
|
|
2024
Q2 | $345K | Sell |
1,175
-62
| -5% | -$18.2K | ﹤0.01% | 1223 |
|
|
2024
Q1 | $413K | Sell |
1,237
-989
| -44% | -$330K | ﹤0.01% | 1137 |
|
|
2023
Q4 | $648K | Buy |
2,226
+4
| +0.2% | +$1.16K | 0.01% | 881 |
|
|
2023
Q3 | $721K | Sell |
2,222
-28
| -1% | -$9.08K | 0.01% | 786 |
|
|
2023
Q2 | $777K | Hold |
2,250
| – | – | 0.01% | 780 |
|
|
2023
Q1 | $709K | Sell |
2,250
-2
| -0.1% | -$631 | 0.01% | 792 |
|
|
2022
Q4 | $676K | Sell |
2,252
-206
| -8% | -$61.8K | 0.01% | 796 |
|
|
2022
Q3 | $658K | Buy |
2,458
+114
| +5% | +$30.5K | 0.01% | 765 |
|
|
2022
Q2 | $632K | Sell |
2,344
-101
| -4% | -$27.2K | 0.01% | 781 |
|
|
2022
Q1 | $796K | Buy |
2,445
+148
| +6% | +$48.2K | 0.01% | 759 |
|
|
2021
Q4 | $690K | Buy |
2,297
+558
| +32% | +$168K | 0.01% | 830 |
|
|
2021
Q3 | $497K | Buy |
1,739
+193
| +12% | +$55.2K | 0.01% | 909 |
|
|
2021
Q2 | $369K | Sell |
1,546
-1,550
| -50% | -$370K | 0.01% | 1065 |
|
|
2021
Q1 | $712K | Buy |
3,096
+1,406
| +83% | +$324K | 0.01% | 760 |
|
|
2020
Q4 | $357K | Sell |
1,690
-13
| -0.8% | -$2.75K | 0.01% | 855 |
|
|
2020
Q3 | $351K | Sell |
1,703
-652
| -28% | -$134K | 0.01% | 769 |
|
|
2020
Q2 | $454K | Sell |
2,355
-36
| -2% | -$6.94K | 0.01% | 657 |
|
|
2020
Q1 | $394K | Sell |
2,391
-424
| -15% | -$69.9K | 0.01% | 623 |
|
|
2019
Q4 | $586K | Sell |
2,815
-478
| -15% | -$99.5K | 0.02% | 587 |
|
|
2019
Q3 | $637K | Sell |
3,293
-23
| -0.7% | -$4.45K | 0.02% | 520 |
|
|
2019
Q2 | $639K | Buy |
3,316
+134
| +4% | +$25.8K | 0.02% | 501 |
|
|
2019
Q1 | $543K | Sell |
3,182
-378
| -11% | -$64.5K | 0.02% | 494 |
|
|
2018
Q4 | $517K | Sell |
3,560
-183
| -5% | -$26.6K | 0.03% | 478 |
|
|
2018
Q3 | $576K | Sell |
3,743
-297
| -7% | -$45.7K | 0.03% | 469 |
|
|
2018
Q2 | $554K | Buy |
4,040
+1,074
| +36% | +$147K | 0.03% | 442 |
|
|
2018
Q1 | $416K | Buy |
+2,966
| New | +$416K | 0.03% | 460 |
|