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Congress Wealth Management’s Aaon AAON Stock Holding History

Congress Wealth Management’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,453
Closed -$289K – 1065
2024
Q4 		$289K Sell
2,453
-325
-12% -$38.2K ﹤0.01% 770
2024
Q3 		$300K Buy
+2,778
New +$300K ﹤0.01% 727