IFP 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 | – | Hold |
0
| – | -$703 | – | 2588 |
|
|
2025
Q1 | – | Sell |
-23
| Closed | -$4.83K | – | 3397 |
|
|
2024
Q4 | $4.83K | Buy |
+23
| New | +$4.83K | ﹤0.01% | 2806 |
|
|
2023
Q3 | – | Sell |
-411
| Closed | -$26K | – | 3292 |
|
|
2023
Q2 | $26K | Buy |
+411
| New | +$26K | ﹤0.01% | 1886 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$6K | – | 3353 |
|
|
2022
Q4 | $6K | Buy |
152
+78
| +105% | +$3.08K | ﹤0.01% | 3658 |
|
|
2022
Q3 | $2K | Hold |
74
| – | – | ﹤0.01% | 4308 |
|
|
2022
Q2 | $2K | Hold |
74
| – | – | ﹤0.01% | 4070 |
|
|
2022
Q1 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 4070 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3292 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3002 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2936 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2882 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2786 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2685 |
|
|
2020
Q1 | – | Sell |
-81
| Closed | -$3K | – | 2691 |
|
|
2019
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 2323 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3036 |
|
|
2018
Q4 | – | Sell |
-99
| Closed | -$2K | – | 3440 |
|
|
2018
Q3 | $2K | Hold |
99
| – | – | ﹤0.01% | 3467 |
|
|
2018
Q2 | $2K | Hold |
99
| – | – | ﹤0.01% | 3504 |
|
|
2018
Q1 | $2K | Hold |
99
| – | – | ﹤0.01% | 3471 |
|
|
2017
Q4 | $2K | Hold |
99
| – | – | ﹤0.01% | 3471 |
|
|
2017
Q3 | $2K | Hold |
99
| – | – | ﹤0.01% | 3671 |
|
|
2017
Q2 | $2K | Hold |
99
| – | – | ﹤0.01% | 3659 |
|
|
2017
Q1 | $2K | Hold |
99
| – | – | ﹤0.01% | 3579 |
|
|
2016
Q4 | $2K | Buy |
+99
| New | +$2K | ﹤0.01% | 3579 |
|