Corient Private Wealth’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
6,603
-3,195
| -33% | -$236K | ﹤0.01% | 1802 |
|
|
2025
Q1 | $766K | Buy |
9,798
+813
| +9% | +$63.5K | ﹤0.01% | 1395 |
|
|
2024
Q4 | $1.06M | Sell |
8,985
-19
| -0.2% | -$2.24K | ﹤0.01% | 1297 |
|
|
2024
Q3 | $971K | Buy |
9,004
+1,751
| +24% | +$189K | ﹤0.01% | 1393 |
|
|
2024
Q2 | $633K | Sell |
7,253
-1,160
| -14% | -$101K | ﹤0.01% | 1516 |
|
|
2024
Q1 | $741K | Sell |
8,413
-58
| -0.7% | -$5.11K | ﹤0.01% | 1433 |
|
|
2023
Q4 | $626K | Sell |
8,471
-209
| -2% | -$15.4K | ﹤0.01% | 1490 |
|
|
2023
Q3 | $494K | Sell |
8,680
-709
| -8% | -$40.3K | ﹤0.01% | 1503 |
|
|
2023
Q2 | $593K | Buy |
9,389
+6
| +0.1% | +$379 | ﹤0.01% | 1372 |
|
|
2023
Q1 | $605K | Buy |
+9,383
| New | +$605K | ﹤0.01% | 1293 |
|