Summitry LLC’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
5,309
+1,261
| +31% | +$93K | 0.02% | 113 |
|
|
2025
Q1 | $316K | Buy |
4,048
+689
| +21% | +$53.8K | 0.02% | 110 |
|
|
2024
Q4 | $395K | Buy |
3,359
+708
| +27% | +$83.3K | 0.02% | 92 |
|
|
2024
Q3 | $286K | Buy |
2,651
+80
| +3% | +$8.63K | 0.01% | 108 |
|
|
2024
Q2 | $224K | Buy |
+2,571
| New | +$224K | 0.01% | 105 |
|