NewEdge 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 | $1.18M | Sell |
15,957
-310
| -2% | -$22.9K | 0.01% | 1198 |
|
|
2025
Q1 | $1.27M | Buy |
16,267
+294
| +2% | +$23K | 0.01% | 1066 |
|
|
2024
Q4 | $1.88M | Buy |
15,973
+34
| +0.2% | +$4K | 0.01% | 853 |
|
|
2024
Q3 | $1.72M | Buy |
15,939
+5
| +0% | +$539 | 0.01% | 857 |
|
|
2024
Q2 | $1.39M | Buy |
15,934
+10
| +0.1% | +$872 | 0.01% | 913 |
|
|
2024
Q1 | $1.4M | Buy |
15,924
+850
| +6% | +$74.9K | 0.01% | 834 |
|
|
2023
Q4 | $1.07M | Sell |
15,074
-71
| -0.5% | -$5.04K | 0.01% | 903 |
|
|
2023
Q3 | $861K | Buy |
15,145
+173
| +1% | +$9.84K | 0.01% | 927 |
|
|
2023
Q2 | $946K | Buy |
14,972
+1,764
| +13% | +$111K | 0.01% | 894 |
|
|
2023
Q1 | $851K | Buy |
13,208
+300
| +2% | +$19.3K | 0.01% | 856 |
|
|
2022
Q4 | $633K | Sell |
12,908
-525
| -4% | -$25.7K | 0.02% | 683 |
|
|
2022
Q3 | $482K | Sell |
13,433
-547
| -4% | -$19.6K | 0.01% | 984 |
|
|
2022
Q2 | $510K | Buy |
+13,980
| New | +$510K | 0.01% | 970 |
|
|
2022
Q1 | – | Sell |
-13,548
| Closed | -$717K | – | 1142 |
|
|
2021
Q4 | $717K | Sell |
13,548
-450
| -3% | -$23.8K | 0.01% | 895 |
|
|
2021
Q3 | $610K | Hold |
13,998
| – | – | 0.02% | 691 |
|
|
2021
Q2 | $584K | Hold |
13,998
| – | – | 0.02% | 699 |
|
|
2021
Q1 | $653K | Hold |
13,998
| – | – | 0.02% | 589 |
|
|
2020
Q4 | $622K | Buy |
13,998
+1,027
| +8% | +$45.6K | 0.02% | 551 |
|
|
2020
Q3 | $521K | Hold |
12,971
| – | – | 0.02% | 563 |
|
|
2020
Q2 | $469K | Buy |
+12,971
| New | +$469K | 0.02% | 552 |
|