Envestnet Portfolio Solutions’s Aaon AAON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,876
Closed -$338K 1529
2024
Q4
$338K Buy
2,876
+861
+43% +$101K ﹤0.01% 1443
2024
Q3
$217K Buy
+2,015
New +$217K ﹤0.01% 1613