Blue Trust Inc’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.9K | Sell |
1,029
-766
| -43% | -$56.5K | ﹤0.01% | 1175 |
|
|
2025
Q1 | $140K | Buy |
+1,795
| New | +$140K | ﹤0.01% | 852 |
|
|
2024
Q4 | – | Sell |
-296
| Closed | -$25.8K | – | 2424 |
|
|
2024
Q3 | $25.8K | Buy |
296
+198
| +202% | +$17.3K | ﹤0.01% | 1847 |
|
|
2024
Q2 | $8.63K | Buy |
+98
| New | +$8.63K | ﹤0.01% | 1984 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | – | – | 2154 |
|
|
2023
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2466 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1997 |
|
|
2023
Q2 | $1K | Sell |
20
-19
| -49% | -$950 | ﹤0.01% | 1780 |
|
|
2023
Q1 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1971 |
|