Portside Wealth Group’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Sell |
10,796
-207
| -2% | -$15.3K | 0.12% | 184 |
|
|
2025
Q1 | $860K | Sell |
11,003
-3,713
| -25% | -$290K | 0.14% | 163 |
|
|
2024
Q4 | $1.73M | Sell |
14,716
-2,956
| -17% | -$348K | 0.29% | 80 |
|
|
2024
Q3 | $1.91M | Buy |
17,672
+1,168
| +7% | +$126K | 0.33% | 75 |
|
|
2024
Q2 | $1.44M | Sell |
16,504
-1,361
| -8% | -$119K | 0.27% | 91 |
|
|
2024
Q1 | $1.57M | Buy |
17,865
+1,172
| +7% | +$103K | 0.29% | 88 |
|
|
2023
Q4 | $1.23M | Buy |
16,693
+1,392
| +9% | +$103K | 0.23% | 105 |
|
|
2023
Q3 | $868K | Sell |
15,301
-524
| -3% | -$29.7K | 0.16% | 133 |
|
|
2023
Q2 | $1M | Buy |
+15,825
| New | +$1M | 0.19% | 126 |
|