AIA
Allied Investment Advisors’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
242,984
+127,573
| +111% | +$9.41M | 3.13% | 6 |
|
|
2025
Q1 | $9.02M | Sell |
115,411
-8,572
| -7% | -$670K | 1.71% | 32 |
|
|
2024
Q4 | $14.6M | Sell |
123,983
-24,215
| -16% | -$2.85M | 2.94% | 8 |
|
|
2024
Q3 | $16M | Buy |
148,198
+28,006
| +23% | +$3.02M | 3.17% | 7 |
|
|
2024
Q2 | $10.5M | Buy |
120,192
+87,092
| +263% | +$7.6M | 2.46% | 15 |
|
|
2024
Q1 | $2.92M | Hold |
33,100
| – | – | 0.7% | 34 |
|
|
2023
Q4 | $2.45M | Sell |
33,100
-747
| -2% | -$55.2K | 0.67% | 34 |
|
|
2023
Q3 | $1.92M | Buy |
33,847
+11,282
| +50% | +$642K | 0.58% | 34 |
|
|
2023
Q2 | $2.14M | Sell |
22,565
-410
| -2% | -$38.9K | 0.62% | 35 |
|
|
2023
Q1 | $2.22M | Hold |
22,975
| – | – | 0.69% | 35 |
|
|
2022
Q4 | $1.73M | Sell |
22,975
-280
| -1% | -$21.1K | 0.54% | 36 |
|
|
2022
Q3 | $1.25M | Hold |
23,255
| – | – | 0.47% | 35 |
|
|
2022
Q2 | $1.27M | Sell |
23,255
-300
| -1% | -$16.4K | 0.46% | 35 |
|
|
2022
Q1 | $1.31M | Hold |
23,555
| – | – | 0.43% | 35 |
|
|
2021
Q4 | $1.87M | Sell |
23,555
-130
| -0.5% | -$10.3K | 0.64% | 35 |
|
|
2021
Q3 | $1.55M | Sell |
23,685
-1,110
| -4% | -$72.5K | 0.59% | 35 |
|
|
2021
Q2 | $1.55M | Sell |
24,795
-100
| -0.4% | -$6.26K | 0.58% | 35 |
|
|
2021
Q1 | $1.74M | Hold |
24,895
| – | – | 0.75% | 32 |
|
|
2020
Q4 | $1.66M | Hold |
24,895
| – | – | 0.8% | 32 |
|
|
2020
Q3 | $1.5M | Hold |
24,895
| – | – | 0.81% | 32 |
|
|
2020
Q2 | $1.35M | Hold |
24,895
| – | – | 0.78% | 31 |
|
|
2020
Q1 | $1.2M | Sell |
24,895
-15,140
| -38% | -$732K | 0.87% | 29 |
|
|
2019
Q4 | $1.98M | Hold |
40,035
| – | – | 1.17% | 28 |
|
|
2019
Q3 | $1.84M | Hold |
40,035
| – | – | 1.18% | 28 |
|
|
2019
Q2 | $2.01M | Hold |
40,035
| – | – | 1.35% | 28 |
|
|
2019
Q1 | $1.85M | Buy |
+40,035
| New | +$1.85M | 1.28% | 28 |
|