Nisa Investment 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 |
-8,992
| Closed | -$1.06M | – | 2982 |
|
|
2024
Q4 | $1.06M | Buy |
8,992
+213
| +2% | +$25.1K | ﹤0.01% | 848 |
|
|
2024
Q3 | $947K | Sell |
8,779
-1,496
| -15% | -$161K | 0.01% | 870 |
|
|
2024
Q2 | $896K | Sell |
10,275
-1,250
| -11% | -$109K | 0.01% | 915 |
|
|
2024
Q1 | $1.02M | Buy |
11,525
+290
| +3% | +$25.5K | 0.01% | 876 |
|
|
2023
Q4 | $830K | Hold |
11,235
| – | – | 0.01% | 902 |
|
|
2023
Q3 | $639K | Hold |
11,235
| – | – | ﹤0.01% | 996 |
|
|
2023
Q2 | $710K | Buy |
11,235
+9,420
| +519% | +$595K | 0.01% | 973 |
|
|
2023
Q1 | $117K | Buy |
1,815
+150
| +9% | +$9.67K | ﹤0.01% | 1460 |
|
|
2022
Q4 | $84K | Buy |
1,665
+75
| +5% | +$3.78K | ﹤0.01% | 1611 |
|
|
2022
Q3 | $68K | Buy |
1,590
+45
| +3% | +$1.93K | ﹤0.01% | 1634 |
|
|
2022
Q2 | $56K | Buy |
+1,545
| New | +$56K | ﹤0.01% | 1696 |
|
|
2021
Q4 | – | Sell |
-450
| Closed | -$20 | – | 2136 |
|
|
2021
Q3 | $20 | Hold |
450
| – | – | ﹤0.01% | 2090 |
|
|
2021
Q2 | $19 | Hold |
450
| – | – | ﹤0.01% | 2143 |
|
|
2021
Q1 | $21 | Hold |
450
| – | – | ﹤0.01% | 2114 |
|
|
2020
Q4 | $20K | Hold |
450
| – | – | ﹤0.01% | 2117 |
|
|
2020
Q3 | $18K | Hold |
450
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q2 | $16K | Hold |
450
| – | – | ﹤0.01% | 1818 |
|
|
2020
Q1 | $14K | Hold |
450
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q4 | $15K | Sell |
450
-4,500
| -91% | -$150K | ﹤0.01% | 1741 |
|
|
2019
Q3 | $152K | Buy |
4,950
+450
| +10% | +$13.8K | ﹤0.01% | 1386 |
|
|
2019
Q2 | $151K | Hold |
4,500
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q1 | $139K | Hold |
4,500
| – | – | ﹤0.01% | 1377 |
|
|
2018
Q4 | $105K | Hold |
4,500
| – | – | ﹤0.01% | 1363 |
|
|
2018
Q3 | $113K | Buy |
+4,500
| New | +$113K | ﹤0.01% | 1385 |
|
|
2018
Q1 | – | Sell |
-630
| Closed | -$15K | – | 1862 |
|
|
2017
Q4 | $15K | Hold |
630
| – | – | ﹤0.01% | 1612 |
|
|
2017
Q3 | $14K | Hold |
630
| – | – | ﹤0.01% | 1630 |
|
|
2017
Q2 | $15K | Hold |
630
| – | – | ﹤0.01% | 1566 |
|
|
2017
Q1 | $15K | Sell |
630
-570
| -48% | -$13.6K | ﹤0.01% | 1562 |
|
|
2016
Q4 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 1553 |
|
|
2016
Q3 | $23K | Hold |
1,200
| – | – | ﹤0.01% | 1600 |
|
|
2016
Q2 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 1580 |
|
|
2016
Q1 | $22K | Buy |
+1,200
| New | +$22K | ﹤0.01% | 1571 |
|