Advisory Research’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,552
| Closed | -$941K | – | 332 |
|
2023
Q3 | $941K | Sell |
16,552
-12,580
| -43% | -$715K | 0.13% | 199 |
|
2023
Q2 | $1.84M | Buy |
29,132
+10,697
| +58% | +$676K | 0.24% | 114 |
|
2023
Q1 | $1.19M | Buy |
18,435
+10,566
| +134% | +$681K | 0.2% | 125 |
|
2022
Q4 | $395K | Buy |
+7,869
| New | +$395K | 0.04% | 272 |
|