Congress Asset Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,453
| Closed | -$289K | – | 367 |
|
|
2024
Q4 | $289K | Buy |
+2,453
| New | +$289K | ﹤0.01% | 363 |
|
|
2021
Q1 | – | Sell |
-5,925
| Closed | -$263K | – | 355 |
|
|
2020
Q4 | $263K | Sell |
5,925
-117,236
| -95% | -$5.2M | ﹤0.01% | 337 |
|
|
2020
Q3 | $4.95M | Buy |
123,161
+2,606
| +2% | +$105K | 0.05% | 168 |
|
|
2020
Q2 | $4.36M | Sell |
120,555
-5,370
| -4% | -$194K | 0.05% | 172 |
|
|
2020
Q1 | $4.06M | Sell |
125,925
-477
| -0.4% | -$15.4K | 0.06% | 163 |
|
|
2019
Q4 | $4.16M | Buy |
126,402
+2,004
| +2% | +$66K | 0.05% | 184 |
|
|
2019
Q3 | $3.81M | Sell |
124,398
-78
| -0.1% | -$2.39K | 0.05% | 203 |
|
|
2019
Q2 | $4.16M | Buy |
124,476
+795
| +0.6% | +$26.6K | 0.05% | 211 |
|
|
2019
Q1 | $3.81M | Sell |
123,681
-2,084
| -2% | -$64.2K | 0.05% | 214 |
|
|
2018
Q4 | $2.94M | Sell |
125,765
-1,668
| -1% | -$39K | 0.04% | 230 |
|
|
2018
Q3 | $3.21M | Buy |
127,433
+1,361
| +1% | +$34.3K | 0.04% | 238 |
|
|
2018
Q2 | $2.8M | Buy |
126,072
+10,920
| +9% | +$242K | 0.04% | 240 |
|
|
2018
Q1 | $2.99M | Buy |
115,152
+27,559
| +31% | +$717K | 0.04% | 231 |
|
|
2017
Q4 | $2.14M | Buy |
87,593
+38,855
| +80% | +$951K | 0.03% | 258 |
|
|
2017
Q3 | $1.12M | Buy |
48,738
+5,848
| +14% | +$134K | 0.02% | 311 |
|
|
2017
Q2 | $1.05M | Buy |
42,890
+8,462
| +25% | +$208K | 0.02% | 198 |
|
|
2017
Q1 | $811K | Buy |
34,428
+8,703
| +34% | +$205K | 0.02% | 197 |
|
|
2016
Q4 | $567K | Buy |
25,725
+12,885
| +100% | +$284K | 0.01% | 195 |
|
|
2016
Q3 | $247K | Buy |
+12,840
| New | +$247K | 0.01% | 221 |
|