Bank of Montreal’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
10,896
+1,483
| +16% | +$109K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $735K | Sell |
9,413
-660
| -7% | -$51.6K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $1.19M | Buy |
10,073
+486
| +5% | +$57.2K | ﹤0.01% | 1561 |
|
|
2024
Q3 | $1.03M | Buy |
9,587
+365
| +4% | +$39.1K | ﹤0.01% | 1783 |
|
|
2024
Q2 | $805K | Sell |
9,222
-1,357
| -13% | -$118K | ﹤0.01% | 1905 |
|
|
2024
Q1 | $932K | Buy |
10,579
+673
| +7% | +$59.3K | ﹤0.01% | 1803 |
|
|
2023
Q4 | $740K | Buy |
9,906
+1,367
| +16% | +$102K | ﹤0.01% | 1891 |
|
|
2023
Q3 | $521K | Sell |
8,539
-2
| -0% | -$122 | ﹤0.01% | 2068 |
|
|
2023
Q2 | $550K | Sell |
8,541
-2,456
| -22% | -$158K | ﹤0.01% | 2188 |
|
|
2023
Q1 | $710K | Buy |
10,997
+2,100
| +24% | +$136K | ﹤0.01% | 2023 |
|
|
2022
Q4 | $458K | Buy |
8,897
+2,379
| +36% | +$122K | ﹤0.01% | 2278 |
|
|
2022
Q3 | $251 | Sell |
6,518
-4,011
| -38% | -$154 | ﹤0.01% | 2633 |
|
|
2022
Q2 | $379 | Sell |
10,529
-5,976
| -36% | -$215 | ﹤0.01% | 2475 |
|
|
2022
Q1 | $617K | Sell |
16,505
-3
| -0% | -$112 | ﹤0.01% | 2248 |
|
|
2021
Q4 | $880K | Sell |
16,508
-8,299
| -33% | -$442K | ﹤0.01% | 1964 |
|
|
2021
Q3 | $1.11M | Sell |
24,807
-107
| -0.4% | -$4.81K | ﹤0.01% | 2261 |
|
|
2021
Q2 | $1.06M | Buy |
24,914
+5,856
| +31% | +$249K | ﹤0.01% | 2329 |
|
|
2021
Q1 | $873K | Buy |
19,058
+990
| +5% | +$45.3K | ﹤0.01% | 2004 |
|
|
2020
Q4 | $835K | Buy |
18,068
+11,285
| +166% | +$522K | ﹤0.01% | 1995 |
|
|
2020
Q3 | $284K | Sell |
6,783
-2,051
| -23% | -$85.9K | ﹤0.01% | 2218 |
|
|
2020
Q2 | $314K | Buy |
8,834
+4,973
| +129% | +$177K | ﹤0.01% | 2172 |
|
|
2020
Q1 | $123K | Sell |
3,861
-7,268
| -65% | -$232K | ﹤0.01% | 2240 |
|
|
2019
Q4 | $367K | Buy |
11,129
+2,091
| +23% | +$69K | ﹤0.01% | 2379 |
|
|
2019
Q3 | $276K | Buy |
9,038
+215
| +2% | +$6.57K | ﹤0.01% | 2288 |
|
|
2019
Q2 | $295K | Buy |
8,823
+5,652
| +178% | +$189K | ﹤0.01% | 2311 |
|
|
2019
Q1 | $98K | Sell |
3,171
-863
| -21% | -$26.7K | ﹤0.01% | 2684 |
|
|
2018
Q4 | $94K | Buy |
4,034
+435
| +12% | +$10.1K | ﹤0.01% | 2667 |
|
|
2018
Q3 | $91K | Sell |
3,599
-12
| -0.3% | -$303 | ﹤0.01% | 2844 |
|
|
2018
Q2 | $80K | Buy |
3,611
+440
| +14% | +$9.75K | ﹤0.01% | 2917 |
|
|
2018
Q1 | $82K | Hold |
3,171
| – | – | ﹤0.01% | 2796 |
|
|
2017
Q4 | $77K | Hold |
3,171
| – | – | ﹤0.01% | 2809 |
|
|
2017
Q3 | $73K | Buy |
3,171
+79
| +3% | +$1.82K | ﹤0.01% | 2838 |
|
|
2017
Q2 | $76K | Buy |
3,092
+347
| +13% | +$8.53K | ﹤0.01% | 2801 |
|
|
2017
Q1 | $65K | Hold |
2,745
| – | – | ﹤0.01% | 2744 |
|
|
2016
Q4 | $60K | Hold |
2,745
| – | – | ﹤0.01% | 2758 |
|
|
2016
Q3 | $53K | Hold |
2,745
| – | – | ﹤0.01% | 2775 |
|
|
2016
Q2 | $50K | Hold |
2,745
| – | – | ﹤0.01% | 2795 |
|
|
2016
Q1 | $51K | Sell |
2,745
-141
| -5% | -$2.62K | ﹤0.01% | 2813 |
|
|
2015
Q4 | $44K | Sell |
2,886
-1,587
| -35% | -$24.2K | ﹤0.01% | 2876 |
|
|
2015
Q3 | $58K | Buy |
4,473
+46
| +1% | +$596 | ﹤0.01% | 2636 |
|
|
2015
Q2 | $66K | Buy |
4,427
+369
| +9% | +$5.5K | ﹤0.01% | 2700 |
|
|
2015
Q1 | $66K | Sell |
4,058
-154
| -4% | -$2.51K | ﹤0.01% | 2595 |
|
|
2014
Q4 | $63K | Sell |
4,212
-92
| -2% | -$1.38K | ﹤0.01% | 2607 |
|
|
2014
Q3 | $49K | Buy |
4,304
+348
| +9% | +$3.96K | ﹤0.01% | 2710 |
|
|
2014
Q2 | $58K | Sell |
3,956
-742
| -16% | -$10.9K | ﹤0.01% | 2728 |
|
|
2014
Q1 | $59K | Buy |
4,698
+315
| +7% | +$3.96K | ﹤0.01% | 2549 |
|
|
2013
Q4 | $62K | Hold |
4,383
| – | – | ﹤0.01% | 2438 |
|
|
2013
Q3 | $52K | Sell |
4,383
-1
| -0% | -$12 | ﹤0.01% | 2414 |
|
|
2013
Q2 | $43K | Buy |
+4,384
| New | +$43K | ﹤0.01% | 2396 |
|