LPL Financial’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
37,771
+3,875
| +11% | +$286K | ﹤0.01% | 2799 |
|
|
2025
Q1 | $2.65M | Sell |
33,896
-8,153
| -19% | -$637K | ﹤0.01% | 2689 |
|
|
2024
Q4 | $4.95M | Buy |
42,049
+4,245
| +11% | +$500K | ﹤0.01% | 2085 |
|
|
2024
Q3 | $4.08M | Buy |
37,804
+7,584
| +25% | +$818K | ﹤0.01% | 2147 |
|
|
2024
Q2 | $2.64M | Buy |
30,220
+6,051
| +25% | +$528K | ﹤0.01% | 2350 |
|
|
2024
Q1 | $2.13M | Buy |
24,169
+7,769
| +47% | +$684K | ﹤0.01% | 2473 |
|
|
2023
Q4 | $1.21M | Buy |
16,400
+2,431
| +17% | +$180K | ﹤0.01% | 2857 |
|
|
2023
Q3 | $794K | Buy |
13,969
+5,381
| +63% | +$306K | ﹤0.01% | 3073 |
|
|
2023
Q2 | $543K | Sell |
8,588
-5,616
| -40% | -$355K | ﹤0.01% | 3347 |
|
|
2023
Q1 | $916K | Buy |
14,204
+3,569
| +34% | +$230K | ﹤0.01% | 2815 |
|
|
2022
Q4 | $534K | Buy |
10,635
+2,977
| +39% | +$149K | ﹤0.01% | 3180 |
|
|
2022
Q3 | $275K | Buy |
7,658
+165
| +2% | +$5.93K | ﹤0.01% | 3646 |
|
|
2022
Q2 | $274K | Buy |
7,493
+252
| +3% | +$9.22K | ﹤0.01% | 3672 |
|
|
2022
Q1 | $269K | Sell |
7,241
-10,263
| -59% | -$381K | ﹤0.01% | 3632 |
|
|
2021
Q4 | $927K | Buy |
17,504
+6,485
| +59% | +$343K | ﹤0.01% | 2716 |
|
|
2021
Q3 | $480K | Buy |
11,019
+1,765
| +19% | +$76.9K | ﹤0.01% | 3238 |
|
|
2021
Q2 | $386K | Buy |
9,254
+948
| +11% | +$39.5K | ﹤0.01% | 3371 |
|
|
2021
Q1 | $388K | Sell |
8,306
-2,313
| -22% | -$108K | ﹤0.01% | 3238 |
|
|
2020
Q4 | $472K | Buy |
10,619
+1,476
| +16% | +$65.6K | ﹤0.01% | 2806 |
|
|
2020
Q3 | $367K | Buy |
9,143
+2,619
| +40% | +$105K | ﹤0.01% | 2731 |
|
|
2020
Q2 | $236K | Buy |
+6,524
| New | +$236K | ﹤0.01% | 2985 |
|
|
2017
Q3 | – | Sell |
-9,158
| Closed | -$225K | – | 2850 |
|
|
2017
Q2 | $225K | Sell |
9,158
-20,925
| -70% | -$514K | ﹤0.01% | 2493 |
|
|
2017
Q1 | $689K | Sell |
30,083
-514
| -2% | -$11.8K | ﹤0.01% | 1530 |
|
|
2016
Q4 | $680K | Sell |
30,597
-3,830
| -11% | -$85.1K | 0.01% | 1471 |
|
|
2016
Q3 | $686K | Buy |
34,427
+828
| +2% | +$16.5K | 0.01% | 1474 |
|
|
2016
Q2 | $606K | Sell |
33,599
-36,940
| -52% | -$666K | 0.01% | 1510 |
|
|
2016
Q1 | $1.27M | Buy |
70,539
+54,435
| +338% | +$977K | ﹤0.01% | 1499 |
|
|
2015
Q4 | $237K | Buy |
+16,104
| New | +$237K | ﹤0.01% | 2703 |
|
|
2015
Q2 | – | Sell |
-13,310
| Closed | -$212K | – | 2871 |
|
|
2015
Q1 | $212K | Sell |
13,310
-1,978
| -13% | -$31.5K | ﹤0.01% | 2513 |
|
|
2014
Q4 | $228K | Buy |
15,288
+39
| +0.3% | +$582 | ﹤0.01% | 2393 |
|
|
2014
Q3 | $176K | Buy |
+15,249
| New | +$176K | ﹤0.01% | 2506 |
|