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