Sutton Wealth Advisors’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,307
| Closed | -$65.6K | – | 805 |
|
|
2022
Q4 | $65.6K | Hold |
1,307
| – | – | 0.03% | 322 |
|
|
2022
Q3 | $46.9K | Hold |
1,307
| – | – | 0.02% | 389 |
|
|
2022
Q2 | $47.7K | Buy |
1,307
+15
| +1% | +$547 | 0.02% | 394 |
|
|
2022
Q1 | $48K | Buy |
1,292
+344
| +36% | +$12.8K | 0.02% | 416 |
|
|
2021
Q4 | $50.2K | Buy |
948
+15
| +2% | +$794 | 0.02% | 413 |
|
|
2021
Q3 | $40.6K | Hold |
933
| – | – | 0.02% | 458 |
|
|
2021
Q2 | $38.9K | Hold |
933
| – | – | 0.01% | 477 |
|
|
2021
Q1 | $43.5K | Hold |
933
| – | – | 0.02% | 429 |
|
|
2020
Q4 | $41.4K | Hold |
933
| – | – | 0.02% | 411 |
|
|
2020
Q3 | $37.5K | Hold |
933
| – | – | 0.02% | 368 |
|
|
2020
Q2 | $33.8K | Hold |
933
| – | – | 0.02% | 397 |
|
|
2020
Q1 | $30.1K | Hold |
933
| – | – | 0.02% | 369 |
|
|
2019
Q4 | $30.7K | Hold |
933
| – | – | 0.02% | 445 |
|
|
2019
Q3 | $28.6K | Hold |
933
| – | – | 0.02% | 468 |
|
|
2019
Q2 | $31.2K | Hold |
933
| – | – | 0.02% | 441 |
|
|
2019
Q1 | $28.7K | Buy |
933
+190
| +26% | +$5.85K | 0.02% | 460 |
|
|
2018
Q4 | $17.4K | Hold |
743
| – | – | 0.01% | 567 |
|
|
2018
Q3 | $18.7K | Hold |
743
| – | – | 0.01% | 611 |
|
|
2018
Q2 | $16.5K | Hold |
743
| – | – | 0.01% | 668 |
|
|
2018
Q1 | $19.3K | Hold |
743
| – | – | 0.01% | 580 |
|
|
2017
Q4 | $18.2K | Hold |
743
| – | – | 0.01% | 585 |
|
|
2017
Q3 | $17.1K | Hold |
743
| – | – | 0.01% | 589 |
|
|
2017
Q2 | $18.2K | Hold |
743
| – | – | 0.01% | 565 |
|
|
2017
Q1 | $17.5K | Hold |
743
| – | – | 0.01% | 559 |
|
|
2016
Q4 | $16.4K | Hold |
743
| – | – | 0.01% | 557 |
|
|
2016
Q3 | $14.3K | Hold |
743
| – | – | 0.01% | 561 |
|
|
2016
Q2 | $13.6K | Hold |
743
| – | – | 0.01% | 554 |
|
|
2016
Q1 | $13.9K | Buy |
+743
| New | +$13.9K | 0.01% | 534 |
|