Parcion Private Wealth’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Hold |
11,449
| – | – | 0.06% | 133 |
|
|
2025
Q1 | $895K | Sell |
11,449
-1,470
| -11% | -$115K | 0.07% | 128 |
|
|
2024
Q4 | $1.52M | Hold |
12,919
| – | – | 0.12% | 102 |
|
|
2024
Q3 | $1.39M | Sell |
12,919
-4,228
| -25% | -$456K | 0.12% | 104 |
|
|
2024
Q2 | $1.5M | Sell |
17,147
-1,369
| -7% | -$119K | 0.14% | 93 |
|
|
2024
Q1 | $1.63M | Hold |
18,516
| – | – | 0.14% | 92 |
|
|
2023
Q4 | $1.37M | Buy |
18,516
+6,736
| +57% | +$498K | 0.13% | 98 |
|
|
2023
Q3 | $670K | Buy |
+11,780
| New | +$670K | 0.07% | 119 |
|