Ameritas Investment Partners’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 | $765K | Sell |
11,670
-95
| -0.8% | -$6.23K | 0.02% | 697 |
|
|
2025
Q1 | $769K | Buy |
11,765
+202
| +2% | +$13.2K | 0.03% | 686 |
|
|
2024
Q4 | $789K | Buy |
11,563
+53
| +0.5% | +$3.62K | 0.03% | 688 |
|
|
2024
Q3 | $1.03M | Buy |
11,510
+107
| +0.9% | +$9.61K | 0.03% | 620 |
|
|
2024
Q2 | $933K | Buy |
11,403
+7
| +0.1% | +$572 | 0.03% | 627 |
|
|
2024
Q1 | $1.02M | Sell |
11,396
-41
| -0.4% | -$3.67K | 0.04% | 622 |
|
|
2023
Q4 | $943K | Sell |
11,437
-494
| -4% | -$40.7K | 0.03% | 638 |
|
|
2023
Q3 | $789K | Buy |
11,931
+1,518
| +15% | +$100K | 0.03% | 647 |
|
|
2023
Q2 | $758K | Sell |
10,413
-27
| -0.3% | -$1.97K | 0.03% | 669 |
|
|
2023
Q1 | $722K | Sell |
10,440
-3,192
| -23% | -$221K | 0.03% | 680 |
|
|
2022
Q4 | $785K | Buy |
13,632
+1,733
| +15% | +$99.8K | 0.03% | 665 |
|
|
2022
Q3 | $577K | Buy |
11,899
+2,071
| +21% | +$100K | 0.03% | 711 |
|
|
2022
Q2 | $536K | Buy |
9,828
+50
| +0.5% | +$2.73K | 0.02% | 739 |
|
|
2022
Q1 | $623K | Buy |
9,778
+140
| +1% | +$8.92K | 0.02% | 747 |
|
|
2021
Q4 | $826K | Buy |
9,638
+20
| +0.2% | +$1.71K | 0.03% | 693 |
|
|
2021
Q3 | $586K | Buy |
9,618
+1,926
| +25% | +$117K | 0.02% | 756 |
|
|
2021
Q2 | $553K | Sell |
7,692
-375
| -5% | -$27K | 0.02% | 765 |
|
|
2021
Q1 | $480K | Hold |
8,067
| – | – | 0.02% | 795 |
|
|
2020
Q4 | $441K | Sell |
8,067
-16
| -0.2% | -$875 | 0.02% | 798 |
|
|
2020
Q3 | $426K | Sell |
8,083
-1,040
| -11% | -$54.8K | 0.02% | 758 |
|
|
2020
Q2 | $429K | Buy |
9,123
+1
| +0% | +$47 | 0.02% | 744 |
|
|
2020
Q1 | $344K | Buy |
9,122
+45
| +0.5% | +$1.7K | 0.02% | 737 |
|
|
2019
Q4 | $431K | Sell |
9,077
-500
| -5% | -$23.7K | 0.02% | 789 |
|
|
2019
Q3 | $455K | Sell |
9,577
-320
| -3% | -$15.2K | 0.02% | 768 |
|
|
2019
Q2 | $466K | Buy |
9,897
+35
| +0.4% | +$1.65K | 0.02% | 753 |
|
|
2019
Q1 | $525K | Buy |
9,862
+480
| +5% | +$25.6K | 0.02% | 722 |
|
|
2018
Q4 | $399K | Buy |
9,382
+1,220
| +15% | +$51.9K | 0.02% | 747 |
|
|
2018
Q3 | $435K | Hold |
8,162
| – | – | 0.02% | 768 |
|
|
2018
Q2 | $482K | Sell |
8,162
-298
| -4% | -$17.6K | 0.02% | 737 |
|
|
2018
Q1 | $538K | Buy |
8,460
+165
| +2% | +$10.5K | 0.03% | 725 |
|
|
2017
Q4 | $579K | Buy |
8,295
+600
| +8% | +$41.9K | 0.03% | 709 |
|
|
2017
Q3 | $443K | Sell |
7,695
-40,677
| -84% | -$2.34M | 0.02% | 782 |
|
|
2017
Q2 | $2.73M | Buy |
48,372
+657
| +1% | +$37K | 0.13% | 156 |
|
|
2017
Q1 | $2.44M | Sell |
47,715
-365
| -0.8% | -$18.7K | 0.12% | 182 |
|
|
2016
Q4 | $2.28M | Hold |
48,080
| – | – | 0.11% | 199 |
|
|
2016
Q3 | $2.37M | Buy |
48,080
+24,542
| +104% | +$1.21M | 0.13% | 166 |
|
|
2016
Q2 | $1.04M | Buy |
23,538
+968
| +4% | +$42.6K | 0.07% | 289 |
|
|
2016
Q1 | $861K | Hold |
22,570
| – | – | 0.06% | 355 |
|
|
2015
Q4 | $865K | Hold |
22,570
| – | – | 0.06% | 343 |
|
|
2015
Q3 | $736K | Hold |
22,570
| – | – | 0.05% | 372 |
|
|
2015
Q2 | $812K | Hold |
22,570
| – | – | 0.05% | 368 |
|
|
2015
Q1 | $741K | Buy |
22,570
+454
| +2% | +$14.9K | 0.05% | 415 |
|
|
2014
Q4 | $624K | Sell |
22,116
-552
| -2% | -$15.6K | 0.04% | 479 |
|
|
2014
Q3 | $536K | Hold |
22,668
| – | – | 0.04% | 530 |
|
|
2014
Q2 | $562K | Sell |
22,668
-726
| -3% | -$18K | 0.04% | 531 |
|
|
2014
Q1 | $538K | Sell |
23,394
-748
| -3% | -$17.2K | 0.04% | 537 |
|
|
2013
Q4 | $651K | Buy |
+24,142
| New | +$651K | 0.05% | 455 |
|