Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,207
Closed -$393K 245
2025
Q3
$393K Sell
4,207
-4,903
-54% -$402K 0.06% 248
2025
Q2
$672K Sell
9,110
-77,603
-89% -$6.8M 0.07% 290
2025
Q1
$6.77M Sell
86,713
-18,843
-18% -$1.94M 0.07% 259
2024
Q4
$12.4M Sell
105,556
-18,718
-15% -$2.29M 0.14% 130
2024
Q3
$13.4M Buy
124,274
+6,012
+5% +$549K 0.16% 114
2024
Q2
$10.3M Sell
118,262
-5,007
-4% -$408K 0.14% 138
2024
Q1
$10.9M Buy
123,269
+9,948
+9% +$780K 0.16% 120
2023
Q4
$8.37M Buy
113,321
+3,164
+3% +$195K 0.14% 137
2023
Q3
$6.26M Sell
110,157
-8,943
-8% -$568K 0.11% 167
2023
Q2
$7.53M Buy
119,100
+14,034
+13% +$888K 0.14% 147
2023
Q1
$6.77M Buy
105,066
+17,250
+20% +$949K 0.15% 126
2022
Q4
$4.41M Buy
87,816
+20,937
+31% +$977K 0.11% 181
2022
Q3
$2.4M Sell
66,879
-7,370
-10% -$284K 0.07% 244
2022
Q2
$2.71M Sell
74,249
-691
-0.9% -$24.2K 0.08% 219
2022
Q1
$2.78M Sell
74,940
-14,034
-16% -$572K 0.07% 227
2021
Q4
$4.71M Buy
88,974
+2,911
+3% +$146K 0.12% 151
2021
Q3
$3.75M Sell
86,063
-76
-0.1% -$3.3K 0.11% 168
2021
Q2
$3.59M Buy
86,139
+1,689
+2% +$74.4K 0.12% 160
2021
Q1
$3.94M Buy
84,450
+1,911
+2% +$93.8K 0.15% 122
2020
Q4
$3.67M Buy
82,539
+16,275
+25% +$688K 0.16% 119
2020
Q3
$2.78M Buy
66,264
+24,111
+57% +$924K 0.16% 117
2020
Q2
$1.53M Buy
42,153
+439
+1% +$14.8K 0.1% 147
2020
Q1
$1.26M Buy
41,714
+13,491
+48% +$470K 0.1% 147
2019
Q4
$929K Buy
28,223
+7,314
+35% +$237K 0.08% 185
2019
Q3
$690K Buy
20,909
+5,864
+39% +$189K 0.06% 235
2019
Q2
$467K Sell
15,045
-2,787
-16% -$88.5K 0.04% 284
2019
Q1
$549K Buy
17,832
+5,917
+50% +$155K 0.04% 256
2018
Q4
$297K Buy
+11,915
New +$286K 0.04% 294

Other funds holding AAON