Atria 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 | $605K | Buy |
8,209
+1,774
| +28% | +$131K | 0.01% | 1315 |
|
|
2025
Q1 | $503K | Sell |
6,435
-3,533
| -35% | -$276K | 0.01% | 1350 |
|
|
2024
Q4 | $1.17M | Sell |
9,968
-3,806
| -28% | -$448K | 0.01% | 900 |
|
|
2024
Q3 | $1.49M | Sell |
13,774
-5,118
| -27% | -$552K | 0.02% | 779 |
|
|
2024
Q2 | $1.65M | Sell |
18,892
-9,420
| -33% | -$822K | 0.02% | 719 |
|
|
2024
Q1 | $2.49M | Sell |
28,312
-1,588
| -5% | -$140K | 0.03% | 570 |
|
|
2023
Q4 | $2.21M | Sell |
29,900
-56
| -0.2% | -$4.14K | 0.03% | 559 |
|
|
2023
Q3 | $1.7M | Sell |
29,956
-473
| -2% | -$26.9K | 0.03% | 636 |
|
|
2023
Q2 | $1.92M | Sell |
30,429
-912
| -3% | -$57.6K | 0.03% | 570 |
|
|
2023
Q1 | $2.02M | Sell |
31,341
-2,301
| -7% | -$148K | 0.04% | 535 |
|
|
2022
Q4 | $1.69M | Sell |
33,642
-5,087
| -13% | -$255K | 0.03% | 567 |
|
|
2022
Q3 | $1.39M | Sell |
38,729
-7,584
| -16% | -$272K | 0.03% | 603 |
|
|
2022
Q2 | $1.69M | Sell |
46,313
-6,145
| -12% | -$224K | 0.04% | 562 |
|
|
2022
Q1 | $1.95M | Buy |
52,458
+8,659
| +20% | +$322K | 0.03% | 583 |
|
|
2021
Q4 | $2.32M | Sell |
43,799
-7,647
| -15% | -$405K | 0.04% | 506 |
|
|
2021
Q3 | $2.24M | Sell |
51,446
-15,975
| -24% | -$696K | 0.04% | 477 |
|
|
2021
Q2 | $2.81M | Buy |
67,421
+3,081
| +5% | +$129K | 0.05% | 393 |
|
|
2021
Q1 | $3M | Buy |
64,340
+4,167
| +7% | +$194K | 0.07% | 337 |
|
|
2020
Q4 | $2.67M | Buy |
60,173
+672
| +1% | +$29.9K | 0.06% | 333 |
|
|
2020
Q3 | $2.39M | Buy |
59,501
+1,733
| +3% | +$69.6K | 0.07% | 296 |
|
|
2020
Q2 | $2.09M | Sell |
57,768
-1,190
| -2% | -$43.1K | 0.07% | 297 |
|
|
2020
Q1 | $1.9M | Buy |
58,958
+3,419
| +6% | +$110K | 0.15% | 137 |
|
|
2019
Q4 | $1.83M | Buy |
55,539
+6,847
| +14% | +$225K | 0.05% | 338 |
|
|
2019
Q3 | $1.49M | Buy |
48,692
+1,704
| +4% | +$52.2K | 0.05% | 297 |
|
|
2019
Q2 | $1.39M | Sell |
46,988
-90,661
| -66% | -$2.68M | 0.05% | 307 |
|
|
2019
Q1 | $4.53M | Buy |
137,649
+115,374
| +518% | +$3.8M | 0.19% | 103 |
|
|
2018
Q4 | $521K | Buy |
22,275
+5,169
| +30% | +$121K | 0.02% | 491 |
|
|
2018
Q3 | $431K | Buy |
17,106
+5,286
| +45% | +$133K | 0.02% | 637 |
|
|
2018
Q2 | $262K | Buy |
+11,820
| New | +$262K | 0.01% | 777 |
|