CAPTRUST Financial Advisors’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
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|
2025
Q1 | $697K | Sell |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $949K | Buy |
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|
2024
Q2 | $760K | Buy |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $905K | Buy |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $163K | Buy |
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|
2021
Q3 | $134K | Buy |
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|
2021
Q2 | $124K | Sell |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | $4K | Sell |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q4 | $7K | Buy |
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