CIBC Private Wealth Group’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
21,916
+8
| +0% | +$590 | ﹤0.01% | 590 |
|
|
2025
Q1 | $1.6M | Buy |
21,908
+306
| +1% | +$22.3K | ﹤0.01% | 573 |
|
|
2024
Q4 | $2.6M | Buy |
21,602
+203
| +0.9% | +$24.4K | ﹤0.01% | 522 |
|
|
2024
Q3 | $2.31M | Hold |
21,399
| – | – | ﹤0.01% | 543 |
|
|
2024
Q2 | $1.84M | Sell |
21,399
-40
| -0.2% | -$3.44K | ﹤0.01% | 553 |
|
|
2024
Q1 | $1.89M | Buy |
21,439
+75
| +0.4% | +$6.6K | ﹤0.01% | 552 |
|
|
2023
Q4 | $1.58M | Hold |
21,364
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $1.21M | Sell |
21,364
-13,579
| -39% | -$772K | ﹤0.01% | 571 |
|
|
2023
Q2 | $2.21M | Sell |
34,943
-42
| -0.1% | -$2.66K | ﹤0.01% | 486 |
|
|
2023
Q1 | $2.26M | Sell |
34,985
-1,294
| -4% | -$83.4K | 0.01% | 498 |
|
|
2022
Q4 | $1.82M | Buy |
36,279
+21,133
| +140% | +$1.06M | 0.01% | 440 |
|
|
2022
Q3 | $544K | Sell |
15,146
-274
| -2% | -$9.84K | ﹤0.01% | 688 |
|
|
2022
Q2 | $563K | Buy |
+15,420
| New | +$563K | ﹤0.01% | 690 |
|
|
2021
Q3 | – | Sell |
-32,855
| Closed | -$1.37M | – | 928 |
|
|
2021
Q2 | $1.37M | Hold |
32,855
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $1.53M | Buy |
32,855
+240
| +0.7% | +$11.2K | ﹤0.01% | 584 |
|
|
2020
Q4 | $1.45M | Hold |
32,615
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $1.31M | Hold |
32,615
| – | – | ﹤0.01% | 517 |
|
|
2020
Q2 | $1.18M | Buy |
32,615
+75
| +0.2% | +$2.71K | 0.01% | 439 |
|
|
2020
Q1 | $1.05M | Sell |
32,540
-1,530
| -4% | -$49.3K | ﹤0.01% | 500 |
|
|
2019
Q4 | $1.12M | Hold |
34,070
| – | – | ﹤0.01% | 559 |
|
|
2019
Q3 | $1.04M | Buy |
34,070
+1,685
| +5% | +$51.6K | ﹤0.01% | 565 |
|
|
2019
Q2 | $1.08M | Hold |
32,385
| – | – | ﹤0.01% | 564 |
|
|
2019
Q1 | $997K | Sell |
32,385
-216
| -0.7% | -$6.65K | ﹤0.01% | 587 |
|
|
2018
Q4 | $762K | Sell |
32,601
-4,530
| -12% | -$106K | ﹤0.01% | 608 |
|
|
2018
Q3 | $936K | Sell |
37,131
-195
| -0.5% | -$4.92K | ﹤0.01% | 673 |
|
|
2018
Q2 | $828K | Buy |
37,326
+234
| +0.6% | +$5.19K | ﹤0.01% | 683 |
|
|
2018
Q1 | $965K | Sell |
37,092
-75
| -0.2% | -$1.95K | ﹤0.01% | 647 |
|
|
2017
Q4 | $909K | Buy |
37,167
+12,885
| +53% | +$315K | ﹤0.01% | 669 |
|
|
2017
Q3 | $558K | Buy |
24,282
+3,217
| +15% | +$73.9K | ﹤0.01% | 757 |
|
|
2017
Q2 | $517K | Hold |
21,065
| – | – | ﹤0.01% | 535 |
|
|
2017
Q1 | $496K | Hold |
21,065
| – | – | ﹤0.01% | 522 |
|
|
2016
Q4 | $464K | Hold |
21,065
| – | – | ﹤0.01% | 528 |
|
|
2016
Q3 | $405K | Hold |
21,065
| – | – | ﹤0.01% | 536 |
|
|
2016
Q2 | $386K | Hold |
21,065
| – | – | ﹤0.01% | 550 |
|
|
2016
Q1 | $393K | Hold |
21,065
| – | – | ﹤0.01% | 540 |
|
|
2015
Q4 | $326K | Hold |
21,065
| – | – | ﹤0.01% | 559 |
|
|
2015
Q3 | $272K | Hold |
21,065
| – | – | ﹤0.01% | 579 |
|
|
2015
Q2 | $316K | Hold |
21,065
| – | – | ﹤0.01% | 586 |
|
|
2015
Q1 | $344K | Hold |
21,065
| – | – | ﹤0.01% | 580 |
|
|
2014
Q4 | $314K | Hold |
21,065
| – | – | ﹤0.01% | 577 |
|
|
2014
Q3 | $239K | Buy |
+21,065
| New | +$239K | ﹤0.01% | 590 |
|