CVA Family Office’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $82.8K | Hold |
1,123
| – | – | 0.01% | 440 |
|
2025
Q1 | $87.7K | Hold |
1,123
| – | – | 0.01% | 418 |
|
2024
Q4 | $132K | Hold |
1,123
| – | – | 0.02% | 341 |
|
2024
Q3 | $121K | Hold |
1,123
| – | – | 0.02% | 338 |
|
2024
Q2 | $98K | Hold |
1,123
| – | – | 0.02% | 356 |
|
2024
Q1 | $98.9K | Hold |
1,123
| – | – | 0.02% | 358 |
|
2023
Q4 | $83K | Buy |
+1,123
| New | +$83K | 0.02% | 364 |
|
2023
Q3 | – | Sell |
-1,124
| Closed | -$71K | – | 227 |
|
2023
Q2 | $71K | Hold |
1,124
| – | – | 0.01% | 367 |
|
2023
Q1 | $72.4K | Hold |
1,124
| – | – | 0.02% | 366 |
|
2022
Q4 | $56.4K | Hold |
1,124
| – | – | 0.01% | 392 |
|
2022
Q3 | $40K | Hold |
1,124
| – | – | 0.01% | 413 |
|
2022
Q2 | $41K | Hold |
1,124
| – | – | 0.01% | 406 |
|
2022
Q1 | $42K | Hold |
1,124
| – | – | 0.01% | 427 |
|
2021
Q4 | $59K | Buy |
+1,124
| New | +$59K | 0.01% | 331 |
|
2021
Q3 | – | Sell |
-1,124
| Closed | -$47K | – | 357 |
|
2021
Q2 | $47K | Buy |
+1,124
| New | +$47K | 0.01% | 376 |
|