Creative Planning’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
19,442
-2,112
| -10% | -$156K | ﹤0.01% | 1566 |
|
|
2025
Q1 | $1.68M | Buy |
21,554
+319
| +2% | +$24.9K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $2.5M | Sell |
21,235
-438
| -2% | -$51.5K | ﹤0.01% | 996 |
|
|
2024
Q3 | $2.34M | Buy |
21,673
+3,252
| +18% | +$351K | ﹤0.01% | 982 |
|
|
2024
Q2 | $1.61M | Buy |
18,421
+3,925
| +27% | +$342K | ﹤0.01% | 1101 |
|
|
2024
Q1 | $1.28M | Buy |
14,496
+2,445
| +20% | +$215K | ﹤0.01% | 1178 |
|
|
2023
Q4 | $890K | Buy |
12,051
+1,016
| +9% | +$75.1K | ﹤0.01% | 1293 |
|
|
2023
Q3 | $628K | Sell |
11,035
-260
| -2% | -$14.8K | ﹤0.01% | 1410 |
|
|
2023
Q2 | $714K | Buy |
11,295
+159
| +1% | +$10.1K | ﹤0.01% | 1316 |
|
|
2023
Q1 | $718K | Buy |
11,136
+1,252
| +13% | +$80.7K | ﹤0.01% | 1254 |
|
|
2022
Q4 | $496K | Sell |
9,884
-1,770
| -15% | -$88.9K | ﹤0.01% | 1429 |
|
|
2022
Q3 | $419K | Buy |
11,654
+2,615
| +29% | +$94K | ﹤0.01% | 1429 |
|
|
2022
Q2 | $330K | Buy |
9,039
+135
| +2% | +$4.93K | ﹤0.01% | 1541 |
|
|
2022
Q1 | $331K | Buy |
8,904
+46
| +0.5% | +$1.71K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $469K | Buy |
8,858
+357
| +4% | +$18.9K | ﹤0.01% | 1343 |
|
|
2021
Q3 | $370K | Buy |
8,501
+114
| +1% | +$4.96K | ﹤0.01% | 1468 |
|
|
2021
Q2 | $350K | Buy |
8,387
+59
| +0.7% | +$2.46K | ﹤0.01% | 1480 |
|
|
2021
Q1 | $389K | Buy |
8,328
+52
| +0.6% | +$2.43K | ﹤0.01% | 1581 |
|
|
2020
Q4 | $368K | Buy |
8,276
+123
| +2% | +$5.47K | ﹤0.01% | 1468 |
|
|
2020
Q3 | $327K | Buy |
8,153
+77
| +1% | +$3.09K | ﹤0.01% | 1344 |
|
|
2020
Q2 | $292K | Sell |
8,076
-17
| -0.2% | -$615 | ﹤0.01% | 1306 |
|
|
2020
Q1 | $261K | Sell |
8,093
-939
| -10% | -$30.3K | ﹤0.01% | 1226 |
|
|
2019
Q4 | $297K | Sell |
9,032
-280
| -3% | -$9.21K | ﹤0.01% | 1398 |
|
|
2019
Q3 | $285K | Buy |
9,312
+54
| +0.6% | +$1.65K | ﹤0.01% | 1386 |
|
|
2019
Q2 | $310K | Sell |
9,258
-26
| -0.3% | -$871 | ﹤0.01% | 1337 |
|
|
2019
Q1 | $286K | Sell |
9,284
-514
| -5% | -$15.8K | ﹤0.01% | 1341 |
|
|
2018
Q4 | $229K | Buy |
9,798
+133
| +1% | +$3.11K | ﹤0.01% | 1392 |
|
|
2018
Q3 | $244K | Buy |
9,665
+75
| +0.8% | +$1.89K | ﹤0.01% | 1533 |
|
|
2018
Q2 | $213K | Hold |
9,590
| – | – | ﹤0.01% | 1589 |
|
|
2018
Q1 | $249K | Hold |
9,590
| – | – | ﹤0.01% | 1452 |
|
|
2017
Q4 | $235K | Buy |
9,590
+48
| +0.5% | +$1.18K | ﹤0.01% | 1487 |
|
|
2017
Q3 | $219K | Buy |
9,542
+8,592
| +904% | +$197K | ﹤0.01% | 1524 |
|
|
2017
Q2 | $23K | Sell |
950
-178
| -16% | -$4.31K | ﹤0.01% | 3047 |
|
|
2017
Q1 | $27K | Buy |
1,128
+196
| +21% | +$4.69K | ﹤0.01% | 2874 |
|
|
2016
Q4 | $21K | Sell |
932
-366
| -28% | -$8.25K | ﹤0.01% | 3003 |
|
|
2016
Q3 | $25K | Buy |
1,298
+1,028
| +381% | +$19.8K | ﹤0.01% | 2860 |
|
|
2016
Q2 | $5K | Buy |
270
+31
| +13% | +$574 | ﹤0.01% | 3542 |
|
|
2016
Q1 | $4K | Buy |
239
+153
| +178% | +$2.56K | ﹤0.01% | 3609 |
|
|
2015
Q4 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 4060 |
|
|
2014
Q3 | – | Sell |
-191
| Closed | -$3K | – | 3836 |
|
|
2014
Q2 | $3K | Buy |
+191
| New | +$3K | ﹤0.01% | 3285 |
|
|
2014
Q1 | – | Sell |
-675
| Closed | -$10K | – | 3494 |
|
|
2013
Q4 | $10K | Hold |
675
| – | – | ﹤0.01% | 2550 |
|
|
2013
Q3 | $8K | Sell |
675
-675
| -50% | -$8K | ﹤0.01% | 2538 |
|
|
2013
Q2 | $13K | Buy |
+1,350
| New | +$13K | ﹤0.01% | 2141 |
|