AssetMark Inc’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03K | Buy |
14
+7
| +100% | +$516 | ﹤0.01% | 2608 |
|
|
2025
Q1 | $547 | Hold |
7
| – | – | ﹤0.01% | 2399 |
|
|
2024
Q4 | $824 | Buy |
+7
| New | +$824 | ﹤0.01% | 2283 |
|
|
2023
Q4 | – | Sell |
-3
| Closed | -$171 | – | 1835 |
|
|
2023
Q3 | $171 | Buy |
+3
| New | +$171 | ﹤0.01% | 1642 |
|
|
2022
Q1 | – | Sell |
-87
| Closed | -$5K | – | 1531 |
|
|
2021
Q4 | $5K | Sell |
87
-5
| -5% | -$287 | ﹤0.01% | 1219 |
|
|
2021
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 1163 |
|
|
2021
Q2 | $4K | Sell |
92
-3
| -3% | -$130 | ﹤0.01% | 1095 |
|
|
2021
Q1 | $4K | Buy |
95
+3
| +3% | +$126 | ﹤0.01% | 1033 |
|
|
2020
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 999 |
|
|
2020
Q2 | $3K | Buy |
92
+27
| +42% | +$880 | ﹤0.01% | 999 |
|
|
2020
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1154 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | – | – | 1393 |
|
|
2017
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1844 |
|