A detailed history of Ever Source Wealth Advisors, LLC transactions in Aaon, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 149 shares of AAON stock, worth $11,717. This represents 0.0% of its overall portfolio holdings.

Number of Shares
149
Previous 272 45.22%
Holding current value
$11,717
Previous $29,000 41.38%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

SELL
$106.25 - $140.75 $13,068 - $17,312
-123 Reduced 45.22%
149 $17,000
Q3 2024

Nov 08, 2024

BUY
$83.58 - $107.82 $1,755 - $2,264
21 Added 8.37%
272 $29,000
Q2 2024

Aug 13, 2024

BUY
$71.99 - $94.47 $1,511 - $1,983
21 Added 9.13%
251 $21,000
Q1 2024

Jun 11, 2024

BUY
$69.81 - $88.35 $5,794 - $7,333
83 Added 56.46%
230 $20,000
Q4 2023

Feb 09, 2024

SELL
$52.85 - $74.23 $792 - $1,113
-15 Reduced 9.26%
147 $10,000
Q3 2023

Nov 03, 2023

BUY
$55.53 - $106.54 $2,998 - $5,753
54 Added 50.0%
162 $9,000
Q1 2023

May 11, 2023

SELL
$70.5 - $96.69 $3,384 - $4,641
-48 Reduced 30.77%
108 $10,000
Q2 2022

Aug 01, 2022

BUY
$47.93 - $56.35 $7,477 - $8,790
156 New
156 $9,000

Others Institutions Holding AAON

About AAON, INC.


  • Ticker AAON
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Building Products & Equipment
  • Shares Outstandng 53,158,600
  • Market Cap $4.18B
  • Description
  • AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BasX. It offers rooftop units, data center cooling solutions, cleanroom systems, chil...
More about AAON
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