Edgestream Partners’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
5,932
+1,382
| +30% | +$102K | 0.01% | 748 |
|
|
2025
Q1 | $355K | Buy |
4,550
+2,285
| +101% | +$179K | 0.01% | 733 |
|
|
2024
Q4 | $267K | Buy |
+2,265
| New | +$267K | 0.01% | 778 |
|
|
2024
Q3 | – | Sell |
-2,882
| Closed | -$251K | – | 815 |
|
|
2024
Q2 | $251K | Buy |
+2,882
| New | +$251K | 0.01% | 773 |
|