SFA
Source Financial Advisors’s Aaon AAON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $921K | Hold |
8,545
| – | – | 0.27% | 49 |
|
|
2024
Q2 | $745K | Hold |
8,545
| – | – | 0.23% | 54 |
|
|
2024
Q1 | $753K | Hold |
8,545
| – | – | 0.23% | 52 |
|
|
2023
Q4 | $631K | Hold |
8,545
| – | – | 0.2% | 64 |
|
|
2023
Q3 | $486K | Buy |
8,545
+2,848
| +50% | +$162K | 0.16% | 76 |
|
|
2023
Q2 | $540K | Sell |
5,697
-1,650
| -22% | -$156K | 0.18% | 78 |
|
|
2023
Q1 | $710K | Hold |
7,347
| – | – | 0.24% | 61 |
|
|
2022
Q4 | $553K | Buy |
+7,347
| New | +$553K | 0.21% | 73 |
|