Laurel Wealth Advisors (California)’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $452K | Hold |
9,000
| – | – | 0.04% | 382 |
|
2022
Q3 | $323K | Hold |
9,000
| – | – | 0.03% | 465 |
|
2022
Q2 | $329K | Hold |
9,000
| – | – | 0.03% | 465 |
|
2022
Q1 | $334K | Hold |
9,000
| – | – | 0.03% | 546 |
|
2021
Q4 | $477K | Hold |
9,000
| – | – | 0.04% | 463 |
|
2021
Q3 | $392K | Hold |
9,000
| – | – | 0.07% | 281 |
|
2021
Q2 | $376K | Hold |
9,000
| – | – | 0.05% | 343 |
|
2021
Q1 | $420K | Hold |
9,000
| – | – | 0.06% | 281 |
|
2020
Q4 | $400K | Hold |
9,000
| – | – | 0.06% | 286 |
|
2020
Q3 | $362K | Sell |
9,000
-4,500
| -33% | -$181K | 0.06% | 273 |
|
2020
Q2 | $489K | Hold |
13,500
| – | – | 0.09% | 222 |
|
2020
Q1 | $435K | Hold |
13,500
| – | – | 0.1% | 215 |
|
2019
Q4 | $445K | Hold |
13,500
| – | – | 0.07% | 267 |
|
2019
Q3 | $413K | Hold |
13,500
| – | – | 0.07% | 286 |
|
2019
Q2 | $452K | Hold |
13,500
| – | – | 0.1% | 222 |
|
2019
Q1 | $416K | Hold |
13,500
| – | – | 0.1% | 219 |
|
2018
Q4 | $315K | Hold |
13,500
| – | – | 0.09% | 238 |
|
2018
Q3 | $340K | Sell |
13,500
-4,500
| -25% | -$113K | 0.08% | 246 |
|
2018
Q2 | $399K | Hold |
18,000
| – | – | 0.11% | 210 |
|
2018
Q1 | $468K | Hold |
18,000
| – | – | 0.15% | 171 |
|
2017
Q4 | $440K | Hold |
18,000
| – | – | 0.13% | 186 |
|
2017
Q3 | $413K | Sell |
18,000
-4,500
| -20% | -$103K | 0.14% | 171 |
|
2017
Q2 | $552K | Hold |
22,500
| – | – | 0.2% | 125 |
|
2017
Q1 | $530K | Hold |
22,500
| – | – | 0.2% | 119 |
|
2016
Q4 | $496K | Hold |
22,500
| – | – | 0.22% | 115 |
|
2016
Q3 | $432K | Hold |
22,500
| – | – | 0.2% | 123 |
|
2016
Q2 | $413K | Sell |
22,500
-1,500
| -6% | -$27.5K | 0.2% | 131 |
|
2016
Q1 | $448K | Hold |
24,000
| – | – | 0.22% | 114 |
|
2015
Q4 | $372K | Buy |
+24,000
| New | +$372K | 0.19% | 140 |
|