Strategic Wealth Partners’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
+17,603
| New | +$1.3M | 0.1% | 128 |
|
|
2024
Q3 | – | Sell |
-2,872
| Closed | -$251K | – | 294 |
|
|
2024
Q2 | $251K | Sell |
2,872
-9,722
| -77% | -$848K | 0.03% | 262 |
|
|
2024
Q1 | $1.11M | Sell |
12,594
-61,937
| -83% | -$5.46M | 0.12% | 124 |
|
|
2023
Q4 | $5.51M | Buy |
74,531
+19,536
| +36% | +$1.44M | 0.68% | 46 |
|
|
2023
Q3 | $3.13M | Buy |
54,995
+2,720
| +5% | +$155K | 0.41% | 71 |
|
|
2023
Q2 | $3.3M | Buy |
52,275
+1,396
| +3% | +$88.2K | 0.43% | 69 |
|
|
2023
Q1 | $3.28M | Buy |
50,879
+1,313
| +3% | +$84.6K | 0.5% | 56 |
|
|
2022
Q4 | $2.49M | Buy |
49,566
+14,925
| +43% | +$749K | 0.46% | 67 |
|
|
2022
Q3 | $1.24M | Buy |
+34,641
| New | +$1.24M | 0.26% | 112 |
|