Pathstone Holdings’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
9,322
-2,737
| -23% | -$202K | ﹤0.01% | 1570 |
|
|
2025
Q1 | $942K | Sell |
12,059
-3,042
| -20% | -$238K | ﹤0.01% | 1415 |
|
|
2024
Q4 | $1.78M | Sell |
15,101
-1,255
| -8% | -$148K | 0.01% | 1043 |
|
|
2024
Q3 | $1.76M | Buy |
16,356
+6,869
| +72% | +$741K | 0.01% | 1043 |
|
|
2024
Q2 | $828K | Buy |
9,487
+1,637
| +21% | +$143K | ﹤0.01% | 1429 |
|
|
2024
Q1 | $692K | Buy |
7,850
+2,733
| +53% | +$241K | ﹤0.01% | 1517 |
|
|
2023
Q4 | $378K | Buy |
+5,117
| New | +$378K | ﹤0.01% | 1675 |
|