Archer Investment Corporation’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 | – | Sell |
-3,365
| Closed | -$220K | – | 1153 |
|
|
2025
Q1 | $220K | Hold |
3,365
| – | – | 0.06% | 239 |
|
|
2024
Q4 | $230K | Hold |
3,365
| – | – | 0.06% | 225 |
|
|
2024
Q3 | $302K | Buy |
+3,365
| New | +$302K | 0.08% | 189 |
|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$91.6K | – | 854 |
|
|
2022
Q4 | $91.6K | Buy |
1,600
+300
| +23% | +$17.2K | 0.04% | 281 |
|
|
2022
Q3 | $63.2K | Hold |
1,300
| – | – | 0.03% | 298 |
|
|
2022
Q2 | $71.1K | Buy |
+1,300
| New | +$71.1K | 0.03% | 282 |
|