Evergreen Capital Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
4,090
-6
| -0.1% | -$443 | 0.01% | 795 |
|
|
2025
Q1 | $320K | Sell |
4,096
-216
| -5% | -$16.9K | 0.01% | 708 |
|
|
2024
Q4 | $507K | Buy |
4,312
+71
| +2% | +$8.36K | 0.02% | 500 |
|
|
2024
Q3 | $457K | Buy |
4,241
+62
| +1% | +$6.69K | 0.02% | 541 |
|
|
2024
Q2 | $365K | Hold |
4,179
| – | – | 0.01% | 579 |
|
|
2024
Q1 | $368K | Buy |
4,179
+184
| +5% | +$16.2K | 0.01% | 555 |
|
|
2023
Q4 | $295K | Buy |
3,995
+15
| +0.4% | +$1.11K | 0.01% | 601 |
|
|
2023
Q3 | $226K | Buy |
3,980
+80
| +2% | +$4.55K | 0.01% | 661 |
|
|
2023
Q2 | $247K | Buy |
3,900
+133
| +4% | +$8.41K | 0.01% | 639 |
|
|
2023
Q1 | $243K | Buy |
+3,767
| New | +$243K | 0.01% | 587 |
|