Curi RMB Capital’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
93,509
+528
| +0.6% | +$38.9K | 0.13% | 185 |
|
|
2025
Q1 | $7.26M | Buy |
92,981
+74,478
| +403% | +$5.82M | 0.18% | 158 |
|
|
2024
Q4 | $2.18M | Buy |
18,503
+100
| +0.5% | +$11.8K | 0.05% | 261 |
|
|
2024
Q3 | $1.98M | Hold |
18,403
| – | – | 0.05% | 268 |
|
|
2024
Q2 | $1.61M | Hold |
18,403
| – | – | 0.04% | 286 |
|
|
2024
Q1 | $1.62M | Buy |
18,403
+5,002
| +37% | +$441K | 0.04% | 295 |
|
|
2023
Q4 | $990K | Buy |
+13,401
| New | +$990K | 0.03% | 292 |
|