Ameritas Advisory Services’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 | $254K | Sell |
3,868
-1,206
| -24% | -$79.1K | 0.01% | 669 |
|
|
2025
Q1 | $346K | Buy |
5,074
+4
| +0.1% | +$273 | 0.01% | 664 |
|
|
2024
Q4 | $346K | Buy |
5,070
+61
| +1% | +$4.16K | 0.01% | 686 |
|
|
2024
Q3 | $450K | Buy |
5,009
+589
| +13% | +$52.9K | 0.02% | 568 |
|
|
2024
Q2 | $362K | Buy |
4,420
+60
| +1% | +$4.91K | 0.01% | 678 |
|
|
2024
Q1 | $364K | Buy |
4,360
+1,152
| +36% | +$96.2K | 0.02% | 645 |
|
|
2023
Q4 | $261K | Sell |
3,208
-651
| -17% | -$52.9K | 0.01% | 584 |
|
|
2023
Q3 | $264K | Buy |
3,859
+1
| +0% | +$68 | 0.01% | 668 |
|
|
2023
Q2 | $273K | Buy |
3,858
+115
| +3% | +$8.12K | 0.04% | 432 |
|
|
2023
Q1 | $259K | Sell |
3,743
-3,630
| -49% | -$251K | 0.01% | 682 |
|
|
2022
Q4 | $422K | Buy |
7,373
+2,935
| +66% | +$168K | 0.02% | 591 |
|
|
2022
Q3 | $216K | Hold |
4,438
| – | – | 0.01% | 691 |
|
|
2022
Q2 | $243K | Sell |
4,438
-19
| -0.4% | -$1.04K | 0.01% | 688 |
|
|
2022
Q1 | $285K | Hold |
4,457
| – | – | 0.01% | 682 |
|
|
2021
Q4 | $383K | Buy |
+4,457
| New | +$383K | 0.01% | 576 |
|