EverSource Wealth Advisors’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Buy |
334
+164
| +96% | +$12.1K | ﹤0.01% | 2130 |
|
|
2025
Q1 | $13.3K | Buy |
170
+21
| +14% | +$1.64K | ﹤0.01% | 1938 |
|
|
2024
Q4 | $17.5K | Sell |
149
-123
| -45% | -$14.5K | ﹤0.01% | 1694 |
|
|
2024
Q3 | $29.3K | Buy |
272
+21
| +8% | +$2.27K | ﹤0.01% | 1293 |
|
|
2024
Q2 | $22.2K | Buy |
251
+21
| +9% | +$1.86K | ﹤0.01% | 1456 |
|
|
2024
Q1 | $21.6K | Buy |
230
+83
| +56% | +$7.81K | ﹤0.01% | 1325 |
|
|
2023
Q4 | $10.9K | Sell |
147
-15
| -9% | -$1.11K | ﹤0.01% | 1523 |
|
|
2023
Q3 | $9.21K | Hold |
162
| – | – | ﹤0.01% | 1449 |
|
|
2023
Q2 | $10.2K | Hold |
162
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q1 | $10.4K | Sell |
162
-72
| -31% | -$4.64K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $11.8K | Hold |
234
| – | – | ﹤0.01% | 1269 |
|
|
2022
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 1146 |
|
|
2022
Q2 | $9K | Buy |
+234
| New | +$9K | ﹤0.01% | 1049 |
|