UBS Group’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.3M | Buy |
316,049
+29,752
| +10% | +$2.19M | ﹤0.01% | 1731 |
|
2025
Q1 | $22.4M | Buy |
286,297
+126,185
| +79% | +$9.86M | ﹤0.01% | 1692 |
|
2024
Q4 | $18.8M | Buy |
160,112
+143,782
| +880% | +$16.9M | ﹤0.01% | 1810 |
|
2024
Q3 | $1.76M | Sell |
16,330
-2,600
| -14% | -$280K | ﹤0.01% | 3145 |
|
2024
Q2 | $1.65M | Sell |
18,930
-35,241
| -65% | -$3.07M | ﹤0.01% | 3010 |
|
2024
Q1 | $4.77M | Sell |
54,171
-9,807
| -15% | -$864K | ﹤0.01% | 2236 |
|
2023
Q4 | $4.73M | Buy |
63,978
+44,956
| +236% | +$3.32M | ﹤0.01% | 2061 |
|
2023
Q3 | $1.08M | Sell |
19,022
-66,475
| -78% | -$3.78M | ﹤0.01% | 3013 |
|
2023
Q2 | $5.4M | Buy |
85,497
+52,470
| +159% | +$3.32M | ﹤0.01% | 1831 |
|
2023
Q1 | $2.13M | Buy |
33,027
+13,150
| +66% | +$848K | ﹤0.01% | 2545 |
|
2022
Q4 | $998K | Buy |
19,877
+16,077
| +423% | +$807K | ﹤0.01% | 3143 |
|
2022
Q3 | $136K | Buy |
3,800
+1,320
| +53% | +$47.2K | ﹤0.01% | 4396 |
|
2022
Q2 | $91K | Sell |
2,480
-4,209
| -63% | -$154K | ﹤0.01% | 4503 |
|
2022
Q1 | $249K | Sell |
6,689
-22,135
| -77% | -$824K | ﹤0.01% | 4219 |
|
2021
Q4 | $1.53M | Buy |
28,824
+24,708
| +600% | +$1.31M | ﹤0.01% | 3104 |
|
2021
Q3 | $179K | Sell |
4,116
-8,043
| -66% | -$350K | ﹤0.01% | 4351 |
|
2021
Q2 | $508K | Sell |
12,159
-3,222
| -21% | -$135K | ﹤0.01% | 3742 |
|
2021
Q1 | $718K | Sell |
15,381
-8,558
| -36% | -$399K | ﹤0.01% | 3648 |
|
2020
Q4 | $1.06M | Sell |
23,939
-2,545
| -10% | -$113K | ﹤0.01% | 3111 |
|
2020
Q3 | $1.06M | Sell |
26,484
-5,981
| -18% | -$240K | ﹤0.01% | 2879 |
|
2020
Q2 | $1.18M | Sell |
32,465
-24,180
| -43% | -$875K | ﹤0.01% | 2693 |
|
2020
Q1 | $1.83M | Sell |
56,645
-40,977
| -42% | -$1.32M | ﹤0.01% | 2232 |
|
2019
Q4 | $3.22M | Buy |
97,622
+34,386
| +54% | +$1.13M | ﹤0.01% | 2369 |
|
2019
Q3 | $1.94M | Buy |
63,236
+18,485
| +41% | +$566K | ﹤0.01% | 2632 |
|
2019
Q2 | $1.5M | Sell |
44,751
-36,713
| -45% | -$1.23M | ﹤0.01% | 2733 |
|
2019
Q1 | $2.51M | Sell |
81,464
-18,450
| -18% | -$568K | ﹤0.01% | 2271 |
|
2018
Q4 | $2.34M | Sell |
99,914
-47,254
| -32% | -$1.1M | ﹤0.01% | 2316 |
|
2018
Q3 | $3.71M | Buy |
147,168
+96,979
| +193% | +$2.44M | ﹤0.01% | 2117 |
|
2018
Q2 | $1.11M | Buy |
50,189
+20,526
| +69% | +$455K | ﹤0.01% | 2991 |
|
2018
Q1 | $771K | Sell |
29,663
-3,432
| -10% | -$89.2K | ﹤0.01% | 3213 |
|
2017
Q4 | $810K | Sell |
33,095
-1,647
| -5% | -$40.3K | ﹤0.01% | 3151 |
|
2017
Q3 | $799K | Sell |
34,742
-6,651
| -16% | -$153K | ﹤0.01% | 3143 |
|
2017
Q2 | $1.02M | Sell |
41,393
-4,515
| -10% | -$111K | ﹤0.01% | 2900 |
|
2017
Q1 | $1.08M | Buy |
45,908
+23,063
| +101% | +$544K | ﹤0.01% | 2782 |
|
2016
Q4 | $503K | Buy |
22,845
+8,214
| +56% | +$181K | ﹤0.01% | 3311 |
|
2016
Q3 | $281K | Sell |
14,631
-996
| -6% | -$19.1K | ﹤0.01% | 3503 |
|
2016
Q2 | $287K | Buy |
15,627
+13,053
| +507% | +$240K | ﹤0.01% | 3523 |
|
2016
Q1 | $48K | Sell |
2,574
-3,399
| -57% | -$63.4K | ﹤0.01% | 4744 |
|
2015
Q4 | $93K | Buy |
5,973
+2,475
| +71% | +$38.5K | ﹤0.01% | 4279 |
|
2015
Q3 | $46K | Buy |
3,498
+1,557
| +80% | +$20.5K | ﹤0.01% | 4781 |
|
2015
Q2 | $29K | Buy |
1,941
+436
| +29% | +$6.51K | ﹤0.01% | 5188 |
|
2015
Q1 | $24K | Buy |
1,505
+137
| +10% | +$2.19K | ﹤0.01% | 5229 |
|
2014
Q4 | $21K | Buy |
+1,368
| New | +$21K | ﹤0.01% | 5492 |
|