Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.99M Sell
24,067
-93,293
-79% -$8.48M ﹤0.01% 2917
2025
Q4
$8.95M Buy
+117,360
New +$10.8M 0.01% 1860
2025
Q3
Sell
-45,550
Closed -$3.36M 4513
2025
Q2
$3.36M Sell
45,550
-49,405
-52% -$4.33M ﹤0.01% 2338
2025
Q1
$7.42M Buy
94,955
+86,603
+1,037% +$8.93M 0.01% 1616
2024
Q4
$983K Sell
8,352
-15,387
-65% -$1.89M ﹤0.01% 3212
2024
Q3
$2.56M Sell
23,739
-76,799
-76% -$7.02M ﹤0.01% 2512
2024
Q2
$8.77M Buy
100,538
+94,892
+1,681% +$7.74M 0.01% 1413
2024
Q1
$497K Sell
5,646
-17,833
-76% -$1.4M ﹤0.01% 3489
2023
Q4
$1.73M Sell
23,479
-123,091
-84% -$7.59M ﹤0.01% 2781
2023
Q3
$8.34M Sell
146,570
-18,768
-11% -$1.19M 0.01% 1416
2023
Q2
$10.5M Buy
165,338
+23,255
+16% +$1.47M 0.02% 1305
2023
Q1
$9.16M Buy
142,083
+47,452
+50% +$2.61M 0.01% 1449
2022
Q4
$4.75M Buy
94,631
+79,223
+514% +$3.7M 0.01% 2156
2022
Q3
$553K Sell
15,408
-26,639
-63% -$1.03M ﹤0.01% 3982
2022
Q2
$1.53M Sell
42,047
-98,961
-70% -$3.47M ﹤0.01% 3302
2022
Q1
$5.24M Buy
141,008
+94,868
+206% +$3.87M 0.01% 2252
2021
Q4
$2.44M Sell
46,140
-61,271
-57% -$3.06M ﹤0.01% 3174
2021
Q3
$4.68M Buy
107,411
+45,054
+72% +$1.96M 0.01% 2157
2021
Q2
$2.6M Sell
62,357
-23,842
-28% -$1.05M ﹤0.01% 2668
2021
Q1
$4.02M Buy
86,199
+38,982
+83% +$1.91M ﹤0.01% 2019
2020
Q4
$2.1M Buy
47,217
+32,203
+214% +$1.36M ﹤0.01% 2523
2020
Q3
$603K Sell
15,014
-20,830
-58% -$798K ﹤0.01% 3131
2020
Q2
$1.3M Sell
35,844
-23,319
-39% -$784K ﹤0.01% 2747
2020
Q1
$1.91M Buy
+59,163
New +$2.06M ﹤0.01% 2205
2019
Q4
Sell
-7,283
Closed -$223K 3925
2019
Q3
$223K Sell
7,283
-450
-6% -$14.5K ﹤0.01% 3591
2019
Q2
$259K Sell
7,733
-150
-2% -$4.76K ﹤0.01% 3366
2019
Q1
$243K Sell
7,883
-33,520
-81% -$880K ﹤0.01% 3314
2018
Q4
$968K Buy
41,403
+33,220
+406% +$798K ﹤0.01% 2685
2018
Q3
$206K Buy
+8,183
New +$210K ﹤0.01% 3538
2016
Q4
Sell
-14,786
Closed -$284K 3405
2016
Q3
$284K Sell
14,786
-39,138
-73% -$720K ﹤0.01% 3071
2016
Q2
$989K Buy
53,924
+26,282
+95% +$475K ﹤0.01% 2415
2016
Q1
$516K Buy
+27,642
New +$423K ﹤0.01% 2767
2015
Q2
Sell
-18,206
Closed -$298K 3718
2015
Q1
$298K Sell
18,206
-2,860
-14% -$43.2K ﹤0.01% 3303
2014
Q4
$314K Buy
+21,066
New +$281K ﹤0.01% 3624
2014
Q3
Sell
-29,250
Closed -$436K 4055
2014
Q2
$436K Sell
29,250
-2,441
-8% -$32.7K ﹤0.01% 3633
2014
Q1
$393K Sell
31,691
-6,465
-17% -$85.7K ﹤0.01% 3773
2013
Q4
$542K Sell
38,156
-42,927
-53% -$545K ﹤0.01% 3677
2013
Q3
$957K Sell
81,083
-68,747
-46% -$744K ﹤0.01% 3078
2013
Q2
$1.47M Buy
+149,830
New +$1.34M ﹤0.01% 2399

Other funds holding AAON