Avantax Advisory Services’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 | $1.38M | Sell |
21,031
-758
| -3% | -$49.7K | 0.01% | 986 |
|
|
2025
Q1 | $1.42M | Buy |
21,789
+13,728
| +170% | +$897K | 0.01% | 920 |
|
|
2024
Q4 | $550K | Buy |
8,061
+91
| +1% | +$6.21K | ﹤0.01% | 1380 |
|
|
2024
Q3 | $716K | Sell |
7,970
-341
| -4% | -$30.6K | ﹤0.01% | 1198 |
|
|
2024
Q2 | $680K | Buy |
8,311
+4,194
| +102% | +$343K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $368K | Sell |
4,117
-597
| -13% | -$53.4K | ﹤0.01% | 1187 |
|
|
2023
Q4 | $389K | Sell |
4,714
-48
| -1% | -$3.96K | ﹤0.01% | 1104 |
|
|
2023
Q3 | $315K | Buy |
4,762
+148
| +3% | +$9.79K | ﹤0.01% | 1171 |
|
|
2023
Q2 | $336K | Sell |
4,614
-180
| -4% | -$13.1K | ﹤0.01% | 1122 |
|
|
2023
Q1 | $331K | Buy |
4,794
+106
| +2% | +$7.33K | ﹤0.01% | 1099 |
|
|
2022
Q4 | $268K | Sell |
4,688
-420
| -8% | -$24K | ﹤0.01% | 1162 |
|
|
2022
Q3 | $248K | Sell |
5,108
-110
| -2% | -$5.34K | ﹤0.01% | 1090 |
|
|
2022
Q2 | $285K | Buy |
5,218
+260
| +5% | +$14.2K | ﹤0.01% | 1039 |
|
|
2022
Q1 | $319K | Buy |
4,958
+911
| +23% | +$58.6K | ﹤0.01% | 966 |
|
|
2021
Q4 | $348K | Buy |
+4,047
| New | +$348K | 0.01% | 903 |
|
|
2020
Q4 | – | Sell |
-6,430
| Closed | -$339K | – | 952 |
|
|
2020
Q3 | $339K | Buy |
+6,430
| New | +$339K | 0.01% | 965 |
|