LGT Financial Advisors’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 |
-35
| Closed | -$4.12K | – | 298 |
|
|
2024
Q4 | $4.12K | Hold |
35
| – | – | 0.01% | 582 |
|
|
2024
Q3 | $3.77K | Hold |
35
| – | – | 0.01% | 581 |
|
|
2024
Q2 | $3.05K | Buy |
+35
| New | +$3.05K | 0.01% | 673 |
|
|
2023
Q4 | – | Sell |
-102
| Closed | -$5.8K | – | 842 |
|
|
2023
Q3 | $5.8K | Buy |
+102
| New | +$5.8K | 0.01% | 583 |
|