Aptus Capital 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 | $425K | Sell |
6,489
-511
| -7% | -$33.5K | ﹤0.01% | 707 |
|
|
2025
Q1 | $458K | Buy |
7,000
+2,136
| +44% | +$140K | ﹤0.01% | 657 |
|
|
2024
Q4 | $332K | Buy |
+4,864
| New | +$332K | ﹤0.01% | 743 |
|
|
2019
Q2 | – | Sell |
-11,296
| Closed | -$602K | – | 321 |
|
|
2019
Q1 | $602K | Buy |
11,296
+4,830
| +75% | +$257K | 0.1% | 136 |
|
|
2018
Q4 | $276K | Buy |
+6,466
| New | +$276K | 0.07% | 100 |
|