Cottonwood Capital Advisors’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	-2,968	Closed	-$349K	–	125
2024 Q4	$349K	Sell	2,968 -346	-10%	-$40.7K	0.25%	85
2024 Q3	$357K	Hold	3,314	–	–	0.26%	78
2024 Q2	$278K	Buy	+3,314	New	+$278K	0.22%	91