Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$64.3K Buy
777
+88
+13% +$8K ﹤0.01% 1233
2025
Q4
$52.5K Buy
689
+120
+21% +$11.1K ﹤0.01% 1228
2025
Q3
$53.2K Buy
569
+121
+27% +$9.91K ﹤0.01% 1232
2025
Q2
$33K Buy
448
+36
+9% +$3.16K ﹤0.01% 1392
2025
Q1
$32.2K Sell
412
-244
-37% -$25.2K ﹤0.01% 1361
2024
Q4
$77.2K Buy
656
+328
+100% +$40.2K ﹤0.01% 1029
2024
Q3
$35.4K Sell
328
-66
-17% -$6.03K ﹤0.01% 1312
2024
Q2
$34.4K Sell
394
-734
-65% -$59.8K ﹤0.01% 1275
2024
Q1
$99.4K Buy
1,128
+133
+13% +$10.4K ﹤0.01% 895
2023
Q4
$73.5K Buy
995
+21
+2% +$1.29K ﹤0.01% 943
2023
Q3
$55.4K Sell
974
-3
-0.3% -$191 ﹤0.01% 1006
2023
Q2
$61.7K Buy
977
+167
+21% +$10.6K ﹤0.01% 972
2023
Q1
$52.2K Sell
810
-114
-12% -$6.27K ﹤0.01% 994
2022
Q4
$46.4K Sell
924
-245
-21% -$11.4K ﹤0.01% 1027
2022
Q3
$42K Sell
1,169
-220
-16% -$8.48K ﹤0.01% 1033
2022
Q2
$51K Sell
1,389
-17
-1% -$595 ﹤0.01% 980
2022
Q1
$52K Buy
1,406
+17
+1% +$693 ﹤0.01% 1048
2021
Q4
$74K Hold
1,389
﹤0.01% 948
2021
Q3
$61K Hold
1,389
﹤0.01% 910
2021
Q2
$58K Buy
1,389
+1
+0.1% +$44 ﹤0.01% 895
2021
Q1
$65K Hold
1,388
﹤0.01% 768
2020
Q4
$62K Hold
1,388
﹤0.01% 753
2020
Q3
$56K Hold
1,388
﹤0.01% 751
2020
Q2
$50K Sell
1,388
-40
-3% -$1.34K ﹤0.01% 792
2020
Q1
$46K Sell
1,428
-36
-2% -$1.25K ﹤0.01% 802
2019
Q4
$48K Sell
1,464
-225
-13% -$7.29K ﹤0.01% 950
2019
Q3
$52K Hold
1,689
﹤0.01% 835
2019
Q2
$57K Sell
1,689
-570
-25% -$18.1K ﹤0.01% 800
2019
Q1
$70K Sell
2,259
-77
-3% -$2.02K ﹤0.01% 772
2018
Q4
$55K Sell
2,336
-286
-11% -$6.87K ﹤0.01% 817
2018
Q3
$66K Buy
2,622
+151
+6% +$3.87K ﹤0.01% 855
2018
Q2
$55K Sell
2,471
-861
-26% -$18.9K ﹤0.01% 902
2018
Q1
$87K Sell
3,332
-36
-1% -$874 ﹤0.01% 795
2017
Q4
$82K Hold
3,368
﹤0.01% 832
2017
Q3
$77K Hold
3,368
﹤0.01% 852
2017
Q2
$83K Hold
3,368
﹤0.01% 804
2017
Q1
$79K Hold
3,368
﹤0.01% 809
2016
Q4
$74K Sell
3,368
-2,016
-37% -$42.1K ﹤0.01% 824
2016
Q3
$103K Hold
5,384
﹤0.01% 770
2016
Q2
$99K Sell
5,384
-1,714
-24% -$31K ﹤0.01% 742
2016
Q1
$116K Buy
7,098
+462
+7% +$7.07K ﹤0.01% 858
2015
Q4
$103K Sell
6,636
-462
-7% -$7K ﹤0.01% 797
2015
Q3
$92K Hold
7,098
﹤0.01% 882
2015
Q2
$107K Hold
7,098
﹤0.01% 893
2015
Q1
$116K Sell
7,098
-194
-3% -$2.93K ﹤0.01% 863
2014
Q4
$109K Buy
+7,292
New +$97.3K ﹤0.01% 892
2014
Q1
Sell
-7,844
Closed -$111K 1141
2013
Q4
$111K Hold
7,844
﹤0.01% 873
2013
Q3
$93K Sell
7,844
-3,915
-33% -$42.4K ﹤0.01% 892
2013
Q2
$115K Buy
+11,759
New +$105K ﹤0.01% 804

Other funds holding AAON