Clearstead Advisors’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Sell |
316
-1
| -0.3% | -$74 | ﹤0.01% | 1557 |
|
|
2025
Q1 | $24.8K | Buy |
317
+88
| +38% | +$6.88K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $26.9K | Buy |
229
+10
| +5% | +$1.18K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $23.6K | Sell |
219
-31
| -12% | -$3.34K | ﹤0.01% | 1377 |
|
|
2024
Q2 | $21.8K | Buy |
+250
| New | +$21.8K | ﹤0.01% | 1353 |
|