Shelton Capital Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,537
| Closed | -$299K | – | 695 |
|
|
2024
Q4 | $299K | Sell |
2,537
-141
| -5% | -$16.6K | 0.01% | 508 |
|
|
2024
Q3 | $289K | Buy |
+2,678
| New | +$289K | 0.01% | 522 |
|
|
2024
Q2 | – | Sell |
-2,972
| Closed | -$262K | – | 707 |
|
|
2024
Q1 | $262K | Sell |
2,972
-168
| -5% | -$14.8K | 0.01% | 586 |
|
|
2023
Q4 | $232K | Buy |
+3,140
| New | +$232K | 0.01% | 608 |
|
|
2023
Q3 | – | Sell |
-3,434
| Closed | -$217K | – | 692 |
|
|
2023
Q2 | $217K | Sell |
3,434
-157
| -4% | -$9.92K | 0.01% | 658 |
|
|
2023
Q1 | $231K | Buy |
+3,591
| New | +$231K | 0.01% | 603 |
|
|
2022
Q1 | – | Sell |
-3,956
| Closed | -$209K | – | 795 |
|
|
2021
Q4 | $209K | Buy |
+3,956
| New | +$209K | 0.01% | 769 |
|