Global Retirement Partners’s Aaon AAON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$765K Buy
10,035
+2,599
+35% +$240K 0.01% 745
2025
Q3
$695K Buy
7,436
+1,537
+26% +$126K 0.02% 644
2025
Q2
$435K Buy
+5,899
New +$517K 0.01% 776
2024
Q4
$699K Sell
5,942
-168
-3% -$20.6K 0.02% 534
2024
Q3
$659K Buy
6,110
+43
+0.7% +$3.93K 0.02% 557
2024
Q2
$529K Buy
6,067
+1,402
+30% +$114K 0.02% 598
2024
Q1
$411K Sell
4,665
-46
-1% -$3.61K 0.02% 576
2023
Q4
$330K Buy
4,711
+3,873
+462% +$239K 0.01% 582
2023
Q3
$47.1K Buy
838
+77
+10% +$4.89K ﹤0.01% 1304
2023
Q2
$48.1K Sell
761
-12
-2% -$759 ﹤0.01% 1296
2023
Q1
$50.2K Buy
773
+161
+26% +$8.85K ﹤0.01% 1236
2022
Q4
$30.7K Sell
612
-344
-36% -$16.1K ﹤0.01% 1293
2022
Q3
$41K Buy
956
+174
+22% +$6.71K ﹤0.01% 1096
2022
Q2
$29K Sell
782
-3
-0.4% -$105 ﹤0.01% 1201
2022
Q1
$27K Buy
+785
New +$32K ﹤0.01% 1230

Other funds holding AAON