Allworth Financial’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.8K | Buy |
698
+399
| +133% | +$26.2K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $19.5K | Sell |
299
-34
| -10% | -$2.22K | ﹤0.01% | 2086 |
|
|
2024
Q4 | $23.6K | Sell |
333
-27
| -8% | -$1.92K | ﹤0.01% | 1989 |
|
|
2024
Q3 | $32.4K | Sell |
360
-45
| -11% | -$4.04K | ﹤0.01% | 1602 |
|
|
2024
Q2 | $35.6K | Buy |
405
+102
| +34% | +$8.98K | ﹤0.01% | 1538 |
|
|
2024
Q1 | $27.1K | Sell |
303
-22
| -7% | -$1.97K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $26.8K | Buy |
325
+66
| +25% | +$5.44K | ﹤0.01% | 1480 |
|
|
2023
Q3 | $17.1K | Sell |
259
-17,353
| -99% | -$1.15M | ﹤0.01% | 1620 |
|
|
2023
Q2 | $1.28M | Hold |
17,612
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $1.22M | Buy |
17,612
+8
| +0% | +$553 | 0.01% | 331 |
|
|
2022
Q4 | $1.01M | Buy |
+17,604
| New | +$1.01M | 0.01% | 343 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1K | – | 2637 |
|
|
2022
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2077 |
|
|
2021
Q3 | – | Sell |
-7
| Closed | -$1K | – | 1848 |
|
|
2021
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1439 |
|
|
2020
Q3 | – | Sell |
-2,400
| Closed | -$113K | – | 1160 |
|
|
2020
Q2 | $113K | Buy |
+2,400
| New | +$113K | ﹤0.01% | 297 |
|