SOA Wealth Advisors’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-259
| Closed | -$14.7K | – | 909 |
|
|
2023
Q3 | $14.7K | Sell |
259
-1
| -0.4% | -$57 | ﹤0.01% | 473 |
|
|
2023
Q2 | $16.4K | Hold |
260
| – | – | ﹤0.01% | 460 |
|
|
2023
Q1 | $16.7K | Hold |
260
| – | – | ﹤0.01% | 452 |
|
|
2022
Q4 | $13K | Hold |
260
| – | – | ﹤0.01% | 484 |
|
|
2022
Q3 | $9K | Hold |
260
| – | – | ﹤0.01% | 519 |
|
|
2022
Q2 | $9K | Hold |
260
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $9K | Hold |
260
| – | – | ﹤0.01% | 600 |
|
|
2021
Q4 | $13K | Hold |
260
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $11K | Hold |
260
| – | – | ﹤0.01% | 561 |
|
|
2021
Q2 | $10K | Hold |
260
| – | – | ﹤0.01% | 568 |
|
|
2021
Q1 | $12K | Hold |
260
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $13K | Buy |
+260
| New | +$13K | ﹤0.01% | 462 |
|