Summit Securities 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 | $51.7K | Buy |
+145
| New | +$51.7K | 0.01% | 392 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$200K | – | 444 |
|
|
2024
Q1 | $200K | Buy |
600
+599
| +59,900% | +$200K | 0.03% | 67 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 453 |
|
|
2023
Q3 | – | Sell |
-268
| Closed | -$93K | – | 396 |
|
|
2023
Q2 | $93K | Sell |
268
-134
| -33% | -$46.5K | 0.01% | 196 |
|
|
2023
Q1 | $127K | Sell |
402
-1,207
| -75% | -$381K | 0.01% | 157 |
|
|
2022
Q4 | $483K | Buy |
1,609
+1,160
| +258% | +$348K | 0.02% | 111 |
|
|
2022
Q3 | $120K | Sell |
449
-396
| -47% | -$106K | 0.01% | 331 |
|
|
2022
Q2 | $228K | Buy |
845
+357
| +73% | +$96.3K | 0.03% | 165 |
|
|
2022
Q1 | $159K | Buy |
+488
| New | +$159K | 0.02% | 262 |
|