Rise Advisors’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
176
+6
| +4% | +$443 | 0.01% | 833 |
|
|
2025
Q1 | $13.3K | Buy |
+170
| New | +$13.3K | 0.01% | 784 |
|
|
2024
Q4 | – | Sell |
-13
| Closed | -$1.45K | – | 1118 |
|
|
2024
Q3 | $1.45K | Hold |
13
| – | – | ﹤0.01% | 1146 |
|
|
2024
Q2 | $1.17K | Sell |
13
-10
| -43% | -$902 | ﹤0.01% | 1152 |
|
|
2024
Q1 | $2.06K | Sell |
23
-30
| -57% | -$2.69K | ﹤0.01% | 1139 |
|
|
2023
Q4 | $3.95K | Hold |
53
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $3.03K | Sell |
53
-1
| -2% | -$57 | ﹤0.01% | 420 |
|
|
2023
Q2 | $3.37K | Buy |
54
+1
| +2% | +$62 | ﹤0.01% | 452 |
|
|
2023
Q1 | $3.43K | Hold |
53
| – | – | ﹤0.01% | 501 |
|
|
2022
Q4 | $2.67K | Hold |
53
| – | – | ﹤0.01% | 525 |
|
|
2022
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 523 |
|
|
2022
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 530 |
|
|
2022
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 512 |
|
|
2021
Q4 | $2.8K | Buy |
+53
| New | +$2.8K | ﹤0.01% | 484 |
|