Steward Partners Investment Advisory’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99K | Buy |
27
+8
| +42% | +$590 | ﹤0.01% | 3736 |
|
|
2025
Q1 | $1.48K | Buy |
19
+6
| +46% | +$469 | ﹤0.01% | 3705 |
|
|
2024
Q4 | $1.53K | Buy |
+13
| New | +$1.53K | ﹤0.01% | 3693 |
|
|
2024
Q2 | – | Sell |
-78
| Closed | -$6.87K | – | 3608 |
|
|
2024
Q1 | $6.87K | Sell |
78
-694
| -90% | -$61.1K | ﹤0.01% | 2945 |
|
|
2023
Q4 | $57K | Buy |
772
+694
| +890% | +$51.3K | ﹤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% | -$13.6K | ﹤0.01% | 2892 |
|
|
2022
Q1 | $16K | Buy |
431
+353
| +453% | +$13.1K | ﹤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% | -$6.77K | ﹤0.01% | 6753 |
|
|
2021
Q1 | $11.8K | Buy |
254
+176
| +226% | +$8.2K | ﹤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 | +$2K | ﹤0.01% | 2406 |
|
|
2018
Q4 | – | Sell |
-78
| Closed | -$2K | – | 775 |
|
|
2018
Q3 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 2338 |
|