Allworth Financial’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9K | Sell |
338
-35
| -9% | -$2.58K | ﹤0.01% | 2378 |
|
|
2025
Q1 | $32K | Buy |
373
+66
| +21% | +$5.67K | ﹤0.01% | 1780 |
|
|
2024
Q4 | $42K | Sell |
307
-144
| -32% | -$19.7K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $48.6K | Sell |
451
-8
| -2% | -$863 | ﹤0.01% | 1426 |
|
|
2024
Q2 | $39.9K | Buy |
459
+138
| +43% | +$12K | ﹤0.01% | 1477 |
|
|
2024
Q1 | $28.3K | Buy |
321
+11
| +4% | +$969 | ﹤0.01% | 1572 |
|
|
2023
Q4 | $22.9K | Buy |
310
+28
| +10% | +$2.07K | ﹤0.01% | 1575 |
|
|
2023
Q3 | $16K | Buy |
282
+36
| +15% | +$2.05K | ﹤0.01% | 1660 |
|
|
2023
Q2 | $15.5K | Hold |
246
| – | – | ﹤0.01% | 1690 |
|
|
2023
Q1 | $15.9K | Buy |
+246
| New | +$15.9K | ﹤0.01% | 1593 |
|
|
2022
Q4 | – | Sell |
-246
| Closed | -$9K | – | 2978 |
|
|
2022
Q3 | $9K | Hold |
246
| – | – | ﹤0.01% | 1687 |
|
|
2022
Q2 | $9K | Hold |
246
| – | – | ﹤0.01% | 1585 |
|
|
2022
Q1 | $9K | Hold |
246
| – | – | ﹤0.01% | 1506 |
|
|
2021
Q4 | $13K | Hold |
246
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q3 | $11K | Hold |
246
| – | – | ﹤0.01% | 1257 |
|
|
2021
Q2 | $10K | Hold |
246
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q1 | $11K | Hold |
246
| – | – | ﹤0.01% | 948 |
|
|
2020
Q4 | $11K | Hold |
246
| – | – | ﹤0.01% | 803 |
|
|
2020
Q3 | $10K | Hold |
246
| – | – | ﹤0.01% | 705 |
|
|
2020
Q2 | $9K | Hold |
246
| – | – | ﹤0.01% | 740 |
|
|
2020
Q1 | $8K | Buy |
+246
| New | +$8K | ﹤0.01% | 738 |
|