Intellectus Partners’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 |
-1,883
| Closed | -$222K | – | 273 |
|
|
2024
Q4 | $222K | Sell |
1,883
-170
| -8% | -$20K | 0.05% | 251 |
|
|
2024
Q3 | $221K | Buy |
+2,053
| New | +$221K | 0.06% | 244 |
|
|
2024
Q2 | – | Sell |
-2,523
| Closed | -$222K | – | 262 |
|
|
2024
Q1 | $222K | Sell |
2,523
-930
| -27% | -$81.9K | 0.06% | 240 |
|
|
2023
Q4 | $255K | Buy |
+3,453
| New | +$255K | 0.07% | 218 |
|
|
2023
Q3 | – | Sell |
-3,453
| Closed | -$218K | – | 262 |
|
|
2023
Q2 | $218K | Hold |
3,453
| – | – | 0.07% | 235 |
|
|
2023
Q1 | $223K | Buy |
+3,453
| New | +$223K | 0.07% | 225 |
|
|
2017
Q1 | – | Sell |
-306
| Closed | -$7K | – | 668 |
|
|
2016
Q4 | $7K | Buy |
+306
| New | +$7K | ﹤0.01% | 549 |
|