Advisory Services Network’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Buy |
+3,285
| New | +$274K | ﹤0.01% | 1469 |
|
|
2024
Q4 | – | Sell |
-2,828
| Closed | -$247K | – | 1565 |
|
|
2024
Q3 | $247K | Hold |
2,828
| – | – | 0.01% | 1287 |
|
|
2024
Q2 | $247K | Sell |
2,828
-343
| -11% | -$29.9K | 0.01% | 1287 |
|
|
2024
Q1 | $279K | Buy |
3,171
+8
| +0.3% | +$705 | 0.01% | 1178 |
|
|
2023
Q4 | $234K | Buy |
+3,163
| New | +$234K | 0.01% | 1200 |
|
|
2023
Q2 | – | Sell |
-4,344
| Closed | -$280K | – | 1438 |
|
|
2023
Q1 | $280K | Buy |
4,344
+1
| +0% | +$64 | 0.01% | 1165 |
|
|
2022
Q4 | $218K | Buy |
+4,343
| New | +$218K | 0.01% | 1234 |
|
|
2022
Q3 | – | Sell |
-12,206
| Closed | -$445K | – | 1357 |
|
|
2022
Q2 | $445K | Sell |
12,206
-79
| -0.6% | -$2.88K | 0.02% | 886 |
|
|
2022
Q1 | $456K | Buy |
+12,285
| New | +$456K | 0.01% | 955 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1280 |
|
|
2020
Q4 | – | Sell |
-33
| Closed | -$1K | – | 3258 |
|
|
2020
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 3252 |
|
|
2017
Q3 | – | Sell |
-3,044
| Closed | -$75K | – | 2325 |
|
|
2017
Q2 | $75K | Sell |
3,044
-774
| -20% | -$19.1K | 0.01% | 925 |
|
|
2017
Q1 | $90K | Buy |
+3,818
| New | +$90K | 0.01% | 828 |
|