JFS Wealth 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 | $3.17K | Hold |
43
| – | – | ﹤0.01% | 1255 |
|
|
2025
Q1 | $3.36K | Sell |
43
-1
| -2% | -$78 | ﹤0.01% | 1281 |
|
|
2024
Q4 | $5.18K | Hold |
44
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q3 | $4.75K | Buy |
44
+2
| +5% | +$216 | ﹤0.01% | 1138 |
|
|
2024
Q2 | $3.67K | Hold |
42
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q1 | $3.7K | Hold |
42
| – | – | ﹤0.01% | 1213 |
|
|
2023
Q4 | $3.1K | Sell |
42
-2
| -5% | -$148 | ﹤0.01% | 1244 |
|
|
2023
Q3 | $2.5K | Sell |
44
-1
| -2% | -$57 | ﹤0.01% | 1276 |
|
|
2023
Q2 | $2.85K | Sell |
45
-6
| -12% | -$379 | ﹤0.01% | 1249 |
|
|
2023
Q1 | $3.29K | Hold |
51
| – | – | ﹤0.01% | 1161 |
|
|
2022
Q4 | $2.56K | Buy |
51
+4
| +9% | +$201 | ﹤0.01% | 1272 |
|
|
2022
Q3 | $2K | Buy |
47
+12
| +34% | +$511 | ﹤0.01% | 1268 |
|
|
2022
Q2 | $1K | Buy |
35
+9
| +35% | +$257 | ﹤0.01% | 1444 |
|
|
2022
Q1 | $1K | Buy |
26
+12
| +86% | +$462 | ﹤0.01% | 1554 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1221 |
|