Cresset Asset Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
11,888
-263
| -2% | -$19.4K | ﹤0.01% | 819 |
|
|
2025
Q1 | $949K | Buy |
12,151
+157
| +1% | +$12.3K | ﹤0.01% | 790 |
|
|
2024
Q4 | $1.41M | Buy |
11,994
+550
| +5% | +$64.7K | 0.01% | 651 |
|
|
2024
Q3 | $1.23M | Buy |
11,444
+2,782
| +32% | +$300K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $756K | Sell |
8,662
-419
| -5% | -$36.6K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $800K | Sell |
9,081
-43
| -0.5% | -$3.79K | ﹤0.01% | 1075 |
|
|
2023
Q4 | $674K | Sell |
9,124
-140
| -2% | -$10.3K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $527K | Sell |
9,264
-50
| -0.5% | -$2.84K | ﹤0.01% | 1120 |
|
|
2023
Q2 | $589K | Buy |
+9,314
| New | +$589K | ﹤0.01% | 1060 |
|
|
2022
Q1 | – | Sell |
-3,839
| Closed | -$203K | – | 983 |
|
|
2021
Q4 | $203K | Sell |
3,839
-6,543
| -63% | -$346K | ﹤0.01% | 1045 |
|
|
2021
Q3 | $452K | Buy |
10,382
+392
| +4% | +$17.1K | 0.01% | 668 |
|
|
2021
Q2 | $418K | Buy |
9,990
+2,230
| +29% | +$93.3K | 0.01% | 623 |
|
|
2021
Q1 | $362K | Buy |
7,760
+1,427
| +23% | +$66.6K | 0.01% | 589 |
|
|
2020
Q4 | $281K | Buy |
6,333
+853
| +16% | +$37.8K | ﹤0.01% | 580 |
|
|
2020
Q3 | $220K | Sell |
5,480
-348
| -6% | -$14K | ﹤0.01% | 607 |
|
|
2020
Q2 | $212K | Buy |
+5,828
| New | +$212K | ﹤0.01% | 586 |
|
|
2019
Q2 | – | Sell |
-384
| Closed | -$12K | – | 475 |
|
|
2019
Q1 | $12K | Buy |
384
+366
| +2,033% | +$11.4K | ﹤0.01% | 1133 |
|
|
2018
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1690 |
|