ALPS Advisors’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 | $14.9M | Sell |
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|
2025
Q1 | $15M | Buy |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $16.6M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $8.02M | Buy |
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|
2023
Q3 | $5.53M | Sell |
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|
2023
Q2 | $7.39M | Buy |
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|
2023
Q1 | $4.84M | Buy |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $949K | Sell |
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|
2021
Q1 | $919K | Buy |
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|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $540K | Sell |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $848K | Sell |
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|
2019
Q3 | $884K | Sell |
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|
2019
Q2 | $900K | Buy |
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|
2019
Q1 | $979K | Buy |
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|
2018
Q4 | $486K | Buy |
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|
2018
Q3 | $600K | Buy |
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|
2018
Q2 | $524K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $565K | Sell |
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|
2017
Q3 | $617K | Sell |
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|
2017
Q2 | $638K | Sell |
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|
2017
Q1 | $676K | Buy |
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|
2016
Q4 | $480K | Buy |
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|
2016
Q3 | $483K | Sell |
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|
2016
Q2 | $483K | Sell |
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|
2016
Q1 | $445K | Sell |
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|
2015
Q4 | $549K | Hold |
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|
2015
Q3 | $4.67K | Sell |
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|
2015
Q2 | $602K | Buy |
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|
2015
Q1 | $541K | Buy |
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