Zurich Cantonal Bank’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
20,583
+7,931
| +63% | +$585K | ﹤0.01% | 1015 |
|
|
2025
Q1 | $989K | Buy |
12,652
+429
| +4% | +$33.5K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $1.44M | Buy |
12,223
+534
| +5% | +$62.8K | ﹤0.01% | 1013 |
|
|
2024
Q3 | $1.26M | Hold |
11,689
| – | – | ﹤0.01% | 1010 |
|
|
2024
Q2 | $1.02M | Hold |
11,689
| – | – | ﹤0.01% | 1062 |
|
|
2024
Q1 | $1.03M | Sell |
11,689
-627
| -5% | -$55.2K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $910K | Sell |
12,316
-1,290
| -9% | -$95.3K | ﹤0.01% | 1130 |
|
|
2023
Q3 | $774K | Buy |
13,606
+1,040
| +8% | +$59.1K | ﹤0.01% | 1120 |
|
|
2023
Q2 | $794K | Buy |
12,566
+1,452
| +13% | +$91.8K | ﹤0.01% | 1066 |
|
|
2023
Q1 | $716K | Buy |
11,114
+953
| +9% | +$61.4K | ﹤0.01% | 1074 |
|
|
2022
Q4 | $510K | Buy |
10,161
+1,453
| +17% | +$73K | ﹤0.01% | 1241 |
|
|
2022
Q3 | $313K | Hold |
8,708
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q2 | $318K | Hold |
8,708
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q1 | $324K | Hold |
8,708
| – | – | ﹤0.01% | 1608 |
|
|
2021
Q4 | $461K | Buy |
8,708
+2,265
| +35% | +$120K | ﹤0.01% | 1495 |
|
|
2021
Q3 | $281K | Hold |
6,443
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q2 | $269K | Sell |
6,443
-949
| -13% | -$39.6K | ﹤0.01% | 1615 |
|
|
2021
Q1 | $345K | Hold |
7,392
| – | – | ﹤0.01% | 1452 |
|
|
2020
Q4 | $328K | Hold |
7,392
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q3 | $297K | Hold |
7,392
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q2 | $268K | Buy |
7,392
+2,758
| +60% | +$100K | ﹤0.01% | 1336 |
|
|
2020
Q1 | $149K | Buy |
4,634
+806
| +21% | +$25.9K | ﹤0.01% | 1367 |
|
|
2019
Q4 | $126K | Hold |
3,828
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q3 | $117K | Hold |
3,828
| – | – | ﹤0.01% | 1533 |
|
|
2019
Q2 | $128K | Hold |
3,828
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q1 | $118K | Sell |
3,828
-764
| -17% | -$23.6K | ﹤0.01% | 1477 |
|
|
2018
Q4 | $107K | Buy |
4,592
+1,160
| +34% | +$27K | ﹤0.01% | 1563 |
|
|
2018
Q3 | $86K | Hold |
3,432
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q2 | $76K | Hold |
3,432
| – | – | ﹤0.01% | 1834 |
|
|
2018
Q1 | $89K | Hold |
3,432
| – | – | ﹤0.01% | 1661 |
|
|
2017
Q4 | $84K | Buy |
3,432
+1,209
| +54% | +$29.6K | ﹤0.01% | 1676 |
|
|
2017
Q3 | $51K | Hold |
2,223
| – | – | ﹤0.01% | 1783 |
|
|
2017
Q2 | $55K | Buy |
2,223
+402
| +22% | +$9.95K | ﹤0.01% | 1701 |
|
|
2017
Q1 | $43K | Hold |
1,821
| – | – | ﹤0.01% | 1828 |
|
|
2016
Q4 | $40K | Hold |
1,821
| – | – | ﹤0.01% | 1839 |
|
|
2016
Q3 | $35K | Buy |
1,821
+328
| +22% | +$6.3K | ﹤0.01% | 1869 |
|
|
2016
Q2 | $27K | Hold |
1,493
| – | – | ﹤0.01% | 1862 |
|
|
2016
Q1 | $28K | Hold |
1,493
| – | – | ﹤0.01% | 1774 |
|
|
2015
Q4 | $23K | Buy |
1,493
+650
| +77% | +$10K | ﹤0.01% | 1934 |
|
|
2015
Q3 | $11K | Buy |
843
+330
| +64% | +$4.31K | ﹤0.01% | 1868 |
|
|
2015
Q2 | $8K | Hold |
513
| – | – | ﹤0.01% | 1509 |
|
|
2015
Q1 | $8K | Buy |
+513
| New | +$8K | ﹤0.01% | 1488 |
|