Hardy Reed’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 |
-2,067
| Closed | -$243K | – | 237 |
|
|
2024
Q4 | $243K | Sell |
2,067
-190
| -8% | -$22.4K | 0.02% | 217 |
|
|
2024
Q3 | $243K | Buy |
+2,257
| New | +$243K | 0.02% | 221 |
|
|
2024
Q2 | – | Sell |
-2,777
| Closed | -$245K | – | 229 |
|
|
2024
Q1 | $245K | Sell |
2,777
-880
| -24% | -$77.5K | 0.03% | 103 |
|
|
2023
Q4 | $270K | Sell |
3,657
-50
| -1% | -$3.69K | 0.04% | 98 |
|
|
2023
Q3 | $211K | Sell |
3,707
-1
| -0% | -$57 | 0.04% | 101 |
|
|
2023
Q2 | $234K | Hold |
3,708
| – | – | 0.04% | 87 |
|
|
2023
Q1 | $239K | Sell |
3,708
-315
| -8% | -$20.3K | 0.04% | 96 |
|
|
2022
Q4 | $202K | Buy |
+4,023
| New | +$202K | 0.04% | 105 |
|