Sequoia Financial 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 | $218K | Sell |
2,950
-247
| -8% | -$18.2K | ﹤0.01% | 1426 |
|
|
2025
Q1 | $250K | Buy |
3,197
+1,054
| +49% | +$82.4K | ﹤0.01% | 1145 |
|
|
2024
Q4 | $252K | Sell |
2,143
-17
| -0.8% | -$2K | ﹤0.01% | 1095 |
|
|
2024
Q3 | $233K | Buy |
+2,160
| New | +$233K | ﹤0.01% | 1097 |
|
|
2024
Q2 | – | Sell |
-2,731
| Closed | -$241K | – | 1201 |
|
|
2024
Q1 | $241K | Buy |
2,731
+21
| +0.8% | +$1.85K | ﹤0.01% | 960 |
|
|
2023
Q4 | $200K | Buy |
+2,710
| New | +$200K | ﹤0.01% | 1108 |
|