Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$355K Buy
4,288
+270
+7% +$24.5K 0.03% 425
2025
Q4
$306K Sell
4,018
-3,214
-44% -$297K 0.03% 458
2025
Q3
$676K Sell
7,232
-4,308
-37% -$353K 0.07% 275
2025
Q2
$851K Sell
11,540
-453
-4% -$39.7K 0.09% 217
2025
Q1
$937K Sell
11,993
-5,219
-30% -$538K 0.11% 187
2024
Q4
$2.03M Sell
17,212
-4,287
-20% -$526K 0.23% 89
2024
Q3
$2.32M Buy
21,499
+8,930
+71% +$816K 0.27% 85
2024
Q2
$1.1M Sell
12,569
-4,278
-25% -$349K 0.22% 100
2024
Q1
$1.48M Buy
16,847
+5,550
+49% +$435K 0.3% 75
2023
Q4
$835K Sell
11,297
-1,917
-15% -$118K 0.14% 89
2023
Q3
$751K Buy
+13,214
New +$840K 0.25% 94

Other funds holding AAON