Brinker Capital Investments’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,185
| Closed | -$405K | – | 1968 |
|
|
2025
Q1 | $405K | Buy |
5,185
+2,609
| +101% | +$204K | ﹤0.01% | 1500 |
|
|
2024
Q4 | $303K | Buy |
2,576
+602
| +30% | +$70.8K | ﹤0.01% | 1555 |
|
|
2024
Q3 | $213K | Buy |
+1,974
| New | +$213K | ﹤0.01% | 1686 |
|
|
2023
Q2 | – | Sell |
-3,872
| Closed | -$250K | – | 1620 |
|
|
2023
Q1 | $250K | Sell |
3,872
-132
| -3% | -$8.51K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $201K | Sell |
4,004
-1,729
| -30% | -$86.8K | ﹤0.01% | 1294 |
|
|
2022
Q3 | $206K | Sell |
5,733
-143
| -2% | -$5.14K | ﹤0.01% | 1267 |
|
|
2022
Q2 | $214K | Buy |
+5,876
| New | +$214K | ﹤0.01% | 1285 |
|