SYM Financial Corp’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $436K | Buy |
1,222
+20
| +2% | +$7.14K | 0.05% | 144 |
|
2025
Q1 | $480K | Buy |
1,202
+8
| +0.7% | +$3.19K | 0.06% | 111 |
|
2024
Q4 | $429K | Sell |
1,194
-62
| -5% | -$22.3K | 0.06% | 114 |
|
2024
Q3 | $435K | Buy |
1,256
+5
| +0.4% | +$1.73K | 0.06% | 81 |
|
2024
Q2 | $367K | Sell |
1,251
-29
| -2% | -$8.51K | 0.06% | 79 |
|
2024
Q1 | $427K | Buy |
1,280
+32
| +3% | +$10.7K | 0.07% | 48 |
|
2023
Q4 | $363K | Hold |
1,248
| – | – | 0.06% | 63 |
|
2023
Q3 | $405K | Buy |
1,248
+248
| +25% | +$80.4K | 0.07% | 51 |
|
2023
Q2 | $345K | Hold |
1,000
| – | – | 0.07% | 42 |
|
2023
Q1 | $315K | Hold |
1,000
| – | – | 0.07% | 42 |
|
2022
Q4 | $300K | Hold |
1,000
| – | – | 0.07% | 48 |
|
2022
Q3 | $268K | Sell |
1,000
-2
| -0.2% | -$536 | 0.13% | 47 |
|
2022
Q2 | $270K | Buy |
+1,002
| New | +$270K | 0.13% | 43 |
|