Lindenwold 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 | – | Sell |
-2,710
| Closed | -$212K | – | 108 |
|
|
2025
Q1 | $212K | Sell |
2,710
-455
| -14% | -$35.5K | 0.12% | 100 |
|
|
2024
Q4 | $372K | Sell |
3,165
-463
| -13% | -$54.5K | 0.2% | 78 |
|
|
2024
Q3 | $391K | Buy |
3,628
+20
| +0.6% | +$2.16K | 0.2% | 79 |
|
|
2024
Q2 | $315K | Sell |
3,608
-830
| -19% | -$72.4K | 0.17% | 86 |
|
|
2024
Q1 | $391K | Sell |
4,438
-1,290
| -23% | -$114K | 0.21% | 83 |
|
|
2023
Q4 | $423K | Hold |
5,728
| – | – | 0.24% | 73 |
|
|
2023
Q3 | $326K | Buy |
5,728
+22
| +0.4% | +$1.25K | 0.2% | 81 |
|
|
2023
Q2 | $361K | Sell |
5,706
-720
| -11% | -$45.5K | 0.22% | 78 |
|
|
2023
Q1 | $414K | Sell |
6,426
-585
| -8% | -$37.7K | 0.26% | 76 |
|
|
2022
Q4 | $352K | Buy |
7,011
+30
| +0.4% | +$1.51K | 0.24% | 85 |
|
|
2022
Q3 | $251K | Buy |
6,981
+195
| +3% | +$7.01K | 0.19% | 95 |
|
|
2022
Q2 | $248K | Buy |
6,786
+945
| +16% | +$34.5K | 0.18% | 97 |
|
|
2022
Q1 | $217K | Buy |
5,841
+277
| +5% | +$10.3K | 0.13% | 114 |
|
|
2021
Q4 | $295K | Buy |
+5,564
| New | +$295K | 0.17% | 100 |
|