Arlington Trust’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 | $598K | Buy |
9,123
+401
| +5% | +$26.3K | 0.12% | 87 |
|
|
2025
Q1 | $570K | Hold |
8,722
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $595K | Buy |
8,722
+350
| +4% | +$23.9K | 0.12% | 85 |
|
|
2024
Q3 | $752K | Hold |
8,372
| – | – | 0.16% | 73 |
|
|
2024
Q2 | $685K | Hold |
8,372
| – | – | 0.16% | 76 |
|
|
2024
Q1 | $749K | Hold |
8,372
| – | – | 0.19% | 70 |
|
|
2023
Q4 | $690K | Buy |
+8,372
| New | +$690K | 0.19% | 69 |
|