Avantax Advisory Services’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
19,008
-522
| -3% | -$38.5K | 0.01% | 976 |
|
|
2025
Q1 | $1.53M | Buy |
19,530
+4,031
| +26% | +$315K | 0.01% | 884 |
|
|
2024
Q4 | $1.82M | Sell |
15,499
-267
| -2% | -$31.4K | 0.01% | 753 |
|
|
2024
Q3 | $1.7M | Sell |
15,766
-2,701
| -15% | -$291K | 0.01% | 777 |
|
|
2024
Q2 | $1.61M | Buy |
+18,467
| New | +$1.61M | 0.01% | 746 |
|