Cerity Partners’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
+42,529
| New | +$3.14M | 0.01% | 1017 |
|
|
2025
Q1 | – | Sell |
-2,662
| Closed | -$304K | – | 2468 |
|
|
2024
Q4 | $304K | Sell |
2,662
-472
| -15% | -$53.9K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $338K | Sell |
3,134
-100,827
| -97% | -$10.9M | ﹤0.01% | 1981 |
|
|
2024
Q2 | $9.07M | Buy |
103,961
+99,828
| +2,415% | +$8.71M | 0.02% | 443 |
|
|
2024
Q1 | $364K | Buy |
+4,133
| New | +$364K | ﹤0.01% | 1762 |
|