B. Riley Wealth Advisors’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,495
| Closed | -$567K | – | 1264 |
|
|
2024
Q2 | $567K | Buy |
6,495
+1,582
| +32% | +$138K | 0.01% | 763 |
|
|
2024
Q1 | $279K | Buy |
4,913
+191
| +4% | +$10.9K | 0.01% | 1073 |
|
|
2023
Q4 | $349K | Sell |
4,722
-191
| -4% | -$14.1K | 0.01% | 983 |
|
|
2023
Q3 | $279K | Sell |
4,913
-5,379
| -52% | -$306K | 0.01% | 1073 |
|
|
2023
Q2 | $651K | Buy |
+10,292
| New | +$651K | 0.01% | 744 |
|