Alliance Wealth Advisors (Utah)’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
4,194
-201
| -5% | -$14.8K | 0.07% | 219 |
|
|
2025
Q1 | $343K | Sell |
4,395
-2,223
| -34% | -$174K | 0.09% | 195 |
|
|
2024
Q4 | $779K | Sell |
6,618
-1,677
| -20% | -$197K | 0.2% | 121 |
|
|
2024
Q3 | $895K | Buy |
8,295
+19
| +0.2% | +$2.05K | 0.24% | 103 |
|
|
2024
Q2 | $722K | Sell |
8,276
-562
| -6% | -$49K | 0.21% | 109 |
|
|
2024
Q1 | $779K | Sell |
8,838
-176
| -2% | -$15.5K | 0.23% | 104 |
|
|
2023
Q4 | $666K | Buy |
9,014
+106
| +1% | +$7.83K | 0.22% | 102 |
|
|
2023
Q3 | $507K | Sell |
8,908
-17
| -0.2% | -$967 | 0.19% | 115 |
|
|
2023
Q2 | $564K | Sell |
8,925
-56
| -0.6% | -$3.54K | 0.21% | 111 |
|
|
2023
Q1 | $579K | Buy |
8,981
+272
| +3% | +$17.5K | 0.23% | 103 |
|
|
2022
Q4 | $437K | Buy |
+8,709
| New | +$437K | 0.2% | 118 |
|