Creative Planning’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $2.5M | Sell |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $890K | Buy |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $718K | Buy |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $370K | Buy |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $285K | Buy |
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|
2019
Q2 | $310K | Sell |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $229K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $235K | Buy |
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|
2017
Q3 | $219K | Buy |
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|
2017
Q2 | $23K | Sell |
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|
2017
Q1 | $27K | Buy |
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|
2016
Q4 | $21K | Sell |
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|
2016
Q3 | $25K | Buy |
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|
2016
Q2 | $5K | Buy |
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|
2016
Q1 | $4K | Buy |
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|
2015
Q4 | $1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $10K | Hold |
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|
2013
Q3 | $8K | Sell |
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|
2013
Q2 | $13K | Buy |
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