Alpha Cubed Investments’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,600
| Closed | -$281K | – | 298 |
|
|
2025
Q1 | $281K | Hold |
3,600
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $424K | Sell |
3,600
-420
| -10% | -$49.4K | 0.02% | 170 |
|
|
2024
Q3 | $434K | Buy |
4,020
+345
| +9% | +$37.2K | 0.02% | 166 |
|
|
2024
Q2 | $321K | Sell |
3,675
-97
| -3% | -$8.46K | 0.02% | 204 |
|
|
2024
Q1 | $332K | Buy |
3,772
+172
| +5% | +$15.2K | 0.02% | 196 |
|
|
2023
Q4 | $266K | Sell |
3,600
-750
| -17% | -$55.4K | 0.01% | 215 |
|
|
2023
Q3 | $247K | Hold |
4,350
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $275K | Hold |
4,350
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $280K | Hold |
4,350
| – | – | 0.02% | 208 |
|
|
2022
Q4 | $218K | Buy |
+4,350
| New | +$218K | 0.02% | 248 |
|
|
2022
Q2 | – | Sell |
-12,999
| Closed | -$483K | – | 314 |
|
|
2022
Q1 | $483K | Buy |
+12,999
| New | +$483K | 0.03% | 195 |
|