Ancora Advisors’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 | $5.38K | Sell |
82
-2
| -2% | -$131 | ﹤0.01% | 1462 |
|
|
2025
Q1 | $5.49K | Sell |
84
-3
| -3% | -$196 | ﹤0.01% | 1401 |
|
|
2024
Q4 | $5.93K | Sell |
87
-449
| -84% | -$30.6K | ﹤0.01% | 1408 |
|
|
2024
Q3 | $48.1K | Buy |
536
+2
| +0.4% | +$180 | ﹤0.01% | 981 |
|
|
2024
Q2 | $43.7K | Sell |
534
-107
| -17% | -$8.75K | ﹤0.01% | 952 |
|
|
2024
Q1 | $57.3K | Buy |
641
+557
| +663% | +$49.8K | ﹤0.01% | 905 |
|
|
2023
Q4 | $6.93K | Hold |
84
| – | – | ﹤0.01% | 1310 |
|
|
2023
Q3 | $5.56K | Hold |
84
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q2 | $6.11K | Hold |
84
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q1 | $5.81K | Hold |
84
| – | – | ﹤0.01% | 1346 |
|
|
2022
Q4 | $5K | Hold |
84
| – | – | ﹤0.01% | 1422 |
|
|
2022
Q3 | $4K | Hold |
84
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q2 | $5K | Hold |
84
| – | – | ﹤0.01% | 1692 |
|
|
2022
Q1 | $5K | Buy |
84
+76
| +950% | +$4.52K | ﹤0.01% | 1900 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 2245 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 2180 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1843 |
|