Arjuna Capital’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 |
-3,168
| Closed | -$207K | – | 119 |
|
|
2025
Q1 | $207K | Sell |
3,168
-62
| -2% | -$4.05K | 0.06% | 106 |
|
|
2024
Q4 | $220K | Sell |
3,230
-131
| -4% | -$8.94K | 0.06% | 96 |
|
|
2024
Q3 | $302K | Sell |
3,361
-9,032
| -73% | -$811K | 0.08% | 90 |
|
|
2024
Q2 | $1.01M | Sell |
12,393
-15,723
| -56% | -$1.29M | 0.27% | 75 |
|
|
2024
Q1 | $2.52M | Buy |
28,116
+1,048
| +4% | +$93.8K | 0.71% | 41 |
|
|
2023
Q4 | $2.23M | Buy |
27,068
+1,757
| +7% | +$145K | 0.7% | 46 |
|
|
2023
Q3 | $1.67M | Buy |
25,311
+3,459
| +16% | +$229K | 0.6% | 52 |
|
|
2023
Q2 | $1.59M | Buy |
21,852
+14,577
| +200% | +$1.06M | 0.56% | 52 |
|
|
2023
Q1 | $503K | Buy |
+7,275
| New | +$503K | 0.2% | 89 |
|
|
2022
Q2 | – | Sell |
-20,440
| Closed | -$1.31M | – | 87 |
|
|
2022
Q1 | $1.31M | Buy |
+20,440
| New | +$1.31M | 0.54% | 52 |
|
|
2018
Q4 | – | Sell |
-8,073
| Closed | -$431K | – | 90 |
|
|
2018
Q3 | $431K | Buy |
8,073
+46
| +0.6% | +$2.46K | 0.32% | 79 |
|
|
2018
Q2 | $475K | Sell |
8,027
-25
| -0.3% | -$1.48K | 0.39% | 73 |
|
|
2018
Q1 | $512K | Sell |
8,052
-7,866
| -49% | -$500K | 0.43% | 66 |
|
|
2017
Q4 | $975K | Buy |
+15,918
| New | +$975K | 0.91% | 42 |
|