Wallace Advisory 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 | – | Sell |
-2,939
| Closed | -$346K | – | 173 |
|
|
2025
Q1 | $346K | Sell |
2,939
-539
| -15% | -$63.4K | 0.24% | 123 |
|
|
2024
Q4 | $375K | Sell |
3,478
-163
| -4% | -$17.6K | 0.26% | 105 |
|
|
2024
Q3 | $318K | Hold |
3,641
| – | – | 0.23% | 114 |
|
|
2024
Q2 | $318K | Sell |
3,641
-335
| -8% | -$29.2K | 0.23% | 118 |
|
|
2024
Q1 | $294K | Buy |
3,976
+38
| +1% | +$2.81K | 0.22% | 123 |
|
|
2023
Q4 | $224K | Buy |
3,938
+1,102
| +39% | +$62.7K | 0.18% | 142 |
|
|
2023
Q3 | $269K | Sell |
2,836
-1,493
| -34% | -$142K | 0.19% | 127 |
|
|
2023
Q2 | $279K | Hold |
4,329
| – | – | 0.21% | 124 |
|
|
2023
Q1 | $279K | Buy |
4,329
+15
| +0.3% | +$967 | 0.21% | 124 |
|
|
2022
Q4 | $217K | Buy |
+4,314
| New | +$217K | 0.17% | 138 |
|