Belpointe Asset Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
5,798
+8
| +0.1% | +$590 | 0.02% | 628 |
|
|
2025
Q1 | $452K | Buy |
5,790
+480
| +9% | +$37.5K | 0.02% | 592 |
|
|
2024
Q4 | $507K | Sell |
5,310
-4
| -0.1% | -$382 | 0.03% | 501 |
|
|
2024
Q3 | $573K | Buy |
5,314
+4
| +0.1% | +$431 | 0.03% | 469 |
|
|
2024
Q2 | $463K | Buy |
5,310
+10
| +0.2% | +$873 | 0.03% | 480 |
|
|
2024
Q1 | $467K | Buy |
5,300
+220
| +4% | +$19.4K | 0.04% | 451 |
|
|
2023
Q4 | $375K | Buy |
5,080
+12
| +0.2% | +$887 | 0.03% | 456 |
|
|
2023
Q3 | $288K | Buy |
5,068
+530
| +12% | +$30.1K | 0.03% | 488 |
|
|
2023
Q2 | $287K | Sell |
4,538
-126
| -3% | -$7.96K | 0.03% | 464 |
|
|
2023
Q1 | $301K | Buy |
4,664
+23
| +0.5% | +$1.48K | 0.02% | 755 |
|
|
2022
Q4 | $233K | Buy |
4,641
+235
| +5% | +$11.8K | 0.01% | 829 |
|
|
2022
Q3 | $158K | Buy |
4,406
+38
| +0.9% | +$1.36K | 0.01% | 938 |
|
|
2022
Q2 | $159K | Hold |
4,368
| – | – | 0.01% | 913 |
|
|
2022
Q1 | $162K | Hold |
4,368
| – | – | 0.01% | 993 |
|
|
2021
Q4 | $231K | Buy |
4,368
+300
| +7% | +$15.9K | 0.01% | 837 |
|
|
2021
Q3 | $177K | Hold |
4,068
| – | – | 0.01% | 900 |
|
|
2021
Q2 | $170K | Hold |
4,068
| – | – | 0.01% | 895 |
|
|
2021
Q1 | $190K | Sell |
4,068
-600
| -13% | -$28K | 0.02% | 770 |
|
|
2020
Q4 | $182K | Buy |
4,668
+600
| +15% | +$23.4K | 0.02% | 728 |
|
|
2020
Q3 | $163K | Hold |
4,068
| – | – | 0.02% | 613 |
|
|
2020
Q2 | $147K | Hold |
4,068
| – | – | 0.02% | 614 |
|
|
2020
Q1 | $131K | Hold |
4,068
| – | – | 0.02% | 536 |
|
|
2019
Q4 | $134K | Hold |
4,068
| – | – | 0.02% | 670 |
|
|
2019
Q3 | $125K | Hold |
4,068
| – | – | 0.02% | 602 |
|
|
2019
Q2 | $136K | Buy |
4,068
+300
| +8% | +$10K | 0.03% | 506 |
|
|
2019
Q1 | $116K | Buy |
+3,768
| New | +$116K | 0.02% | 412 |
|