Allworth Financial’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8K | Buy |
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|
2025
Q1 | $19.5K | Sell |
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|
2024
Q4 | $23.6K | Sell |
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|
2024
Q3 | $32.4K | Sell |
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|
2024
Q2 | $35.6K | Buy |
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|
2024
Q1 | $27.1K | Sell |
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|
2023
Q4 | $26.8K | Buy |
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|
2023
Q3 | $17.1K | Sell |
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|
2023
Q2 | $1.28M | Hold |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $113K | Buy |
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