Orion Portfolio Solutions’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $405K | Buy |
5,185
+2,609
| +101% | +$204K | ﹤0.01% | 1500 |
|
|
2024
Q4 | $303K | Buy |
2,576
+602
| +30% | +$70.8K | ﹤0.01% | 1555 |
|
|
2024
Q3 | $213K | Buy |
+1,974
| New | +$213K | ﹤0.01% | 1686 |
|
|
2023
Q2 | – | Sell |
-3,872
| Closed | -$250K | – | 1620 |
|
|
2023
Q1 | $250K | Buy |
+3,872
| New | +$250K | ﹤0.01% | 1415 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | – | – | 443 |
|
|
2020
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2155 |
|