Rothschild Investment LLC’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
190
-65
| -25% | -$4.8K | ﹤0.01% | 1120 |
|
|
2025
Q1 | $19.9K | Buy |
255
+170
| +200% | +$13.3K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $10K | Buy |
+85
| New | +$10K | ﹤0.01% | 1144 |
|
|
2024
Q3 | – | Sell |
-15
| Closed | -$1.31K | – | 2891 |
|
|
2024
Q2 | $1.31K | Buy |
15
+10
| +200% | +$873 | ﹤0.01% | 1537 |
|
|
2024
Q1 | $441 | Buy |
+5
| New | +$441 | ﹤0.01% | 1402 |
|