Benjamin F. Edwards & Company’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $28K | Hold |
322
| – | – | ﹤0.01% | 1460 |
|
|
2024
Q1 | $28K | Sell |
322
-1,500
| -82% | -$130K | ﹤0.01% | 1437 |
|
|
2023
Q4 | $135K | Hold |
1,822
| – | – | ﹤0.01% | 985 |
|
|
2023
Q3 | $104K | Buy |
1,822
+646
| +55% | +$36.9K | ﹤0.01% | 888 |
|
|
2023
Q2 | $74K | Hold |
1,176
| – | – | ﹤0.01% | 974 |
|
|
2023
Q1 | $76K | Sell |
1,176
-1,808
| -61% | -$117K | ﹤0.01% | 985 |
|
|
2022
Q4 | $150K | Hold |
2,984
| – | – | 0.01% | 789 |
|
|
2022
Q3 | $107K | Hold |
2,984
| – | – | 0.01% | 836 |
|
|
2022
Q2 | $109K | Buy |
2,984
+1,427
| +92% | +$52.1K | 0.01% | 833 |
|
|
2022
Q1 | $58K | Buy |
+1,557
| New | +$58K | ﹤0.01% | 982 |
|
|
2021
Q4 | – | Sell |
-1,077
| Closed | -$47K | – | 1694 |
|
|
2021
Q3 | $47K | Buy |
+1,077
| New | +$47K | ﹤0.01% | 1038 |
|
|
2021
Q2 | – | Sell |
-1,098
| Closed | -$51K | – | 1671 |
|
|
2021
Q1 | $51K | Buy |
+1,098
| New | +$51K | ﹤0.01% | 992 |
|
|
2020
Q3 | – | Sell |
-695
| Closed | -$25K | – | 1656 |
|
|
2020
Q2 | $25K | Sell |
695
-79
| -10% | -$2.84K | ﹤0.01% | 1051 |
|
|
2020
Q1 | $25K | Buy |
774
+264
| +52% | +$8.53K | ﹤0.01% | 1006 |
|
|
2019
Q4 | $17K | Buy |
510
+454
| +811% | +$15.1K | ﹤0.01% | 1272 |
|
|
2019
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 1723 |
|
|
2019
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1780 |
|