Great Valley Advisor Group’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,862
| Closed | -$224K | – | 893 |
|
|
2025
Q1 | $224K | Sell |
2,862
-407
| -12% | -$31.8K | ﹤0.01% | 804 |
|
|
2024
Q4 | $385K | Hold |
3,269
| – | – | 0.01% | 632 |
|
|
2024
Q3 | $353K | Buy |
+3,269
| New | +$353K | 0.01% | 643 |
|
|
2024
Q2 | – | Sell |
-2,402
| Closed | -$212K | – | 776 |
|
|
2024
Q1 | $212K | Buy |
+2,402
| New | +$212K | 0.01% | 695 |
|
|
2023
Q4 | – | Sell |
-4,914
| Closed | -$279K | – | 712 |
|
|
2023
Q3 | $279K | Buy |
+4,914
| New | +$279K | 0.01% | 560 |
|