Steward Partners Investment Advisory’s Aaon AAON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.06K	Hold	49	–	–	﹤0.01%	3867
2025 Q4	$3.74K	Hold	49	–	–	﹤0.01%	3778
2025 Q3	$4.58K	Buy	49 +22	+81%	+$1.8K	﹤0.01%	3684
2025 Q2	$1.99K	Buy	27 +8	+42%	+$701	﹤0.01%	3736
2025 Q1	$1.48K	Buy	19 +6	+46%	+$619	﹤0.01%	3705
2024 Q4	$1.53K	Buy	+13	New	+$1.59K	﹤0.01%	3693
2024 Q2	–	Sell	-78	Closed	-$6.87K	–	3608
2024 Q1	$6.87K	Sell	78 -694	-90%	-$54.4K	﹤0.01%	2945
2023 Q4	$57K	Buy	772 +694	+890%	+$42.8K	﹤0.01%	1922
2023 Q3	$4.44K	Hold	78	–	–	﹤0.01%	2866
2023 Q2	$4.93K	Hold	78	–	–	﹤0.01%	2793
2023 Q1	$5.03K	Hold	78	–	–	﹤0.01%	2788
2022 Q4	$3.92K	Hold	78	–	–	﹤0.01%	2853
2022 Q3	$3K	Hold	78	–	–	﹤0.01%	2906
2022 Q2	$3K	Sell	78 -353	-82%	-$12.4K	﹤0.01%	2892
2022 Q1	$16K	Buy	431 +353	+453%	+$14.4K	﹤0.01%	2457
2021 Q4	$4K	Hold	78	–	–	﹤0.01%	2864
2021 Q3	$3K	Hold	78	–	–	﹤0.01%	2902
2021 Q2	$3K	Sell	78 -176	-69%	-$7.75K	﹤0.01%	6756
2021 Q1	$11.8K	Buy	254 +176	+226%	+$8.63K	﹤0.01%	2709
2020 Q4	$3K	Hold	78	–	–	﹤0.01%	2607
2020 Q3	$3K	Hold	78	–	–	﹤0.01%	2467
2020 Q2	$3K	Hold	78	–	–	﹤0.01%	2361
2020 Q1	$2K	Hold	78	–	–	﹤0.01%	2257
2019 Q4	$2K	Hold	78	–	–	﹤0.01%	2401
2019 Q3	$2K	Hold	78	–	–	﹤0.01%	2401
2019 Q2	$2K	Buy	+78	New	+$2.48K	﹤0.01%	2406
2018 Q4	–	Sell	-78	Closed	-$2K	–	775
2018 Q3	$2K	Buy	+78	New	+$2K	﹤0.01%	2338