Avestar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,043
| Closed | -$362K | – | 412 |
|
|
2024
Q1 | $362K | Sell |
4,043
-248
| -6% | -$22.2K | 0.04% | 271 |
|
|
2023
Q4 | $354K | Sell |
4,291
-135
| -3% | -$11.1K | 0.04% | 243 |
|
|
2023
Q3 | $293K | Sell |
4,426
-390
| -8% | -$25.8K | 0.04% | 238 |
|
|
2023
Q2 | $351K | Sell |
4,816
-368
| -7% | -$26.8K | 0.06% | 182 |
|
|
2023
Q1 | $358K | Buy |
5,184
+98
| +2% | +$6.78K | 0.06% | 177 |
|
|
2022
Q4 | $291K | Sell |
5,086
-1,594
| -24% | -$91.2K | 0.05% | 196 |
|
|
2022
Q3 | $325K | Buy |
6,680
+31
| +0.5% | +$1.51K | 0.08% | 156 |
|
|
2022
Q2 | $364K | Buy |
6,649
+1,566
| +31% | +$85.7K | 0.09% | 145 |
|
|
2022
Q1 | $325K | Buy |
5,083
+359
| +8% | +$23K | 0.05% | 255 |
|
|
2021
Q4 | $406K | Sell |
4,724
-216
| -4% | -$18.6K | 0.05% | 221 |
|
|
2021
Q3 | $302K | Buy |
4,940
+268
| +6% | +$16.4K | 0.04% | 264 |
|
|
2021
Q2 | $337K | Buy |
+4,672
| New | +$337K | 0.05% | 241 |
|
|
2019
Q3 | – | Sell |
-312
| Closed | -$12K | – | 206 |
|
|
2019
Q2 | $12K | Hold |
312
| – | – | 0.01% | 471 |
|
|
2019
Q1 | $14K | Buy |
312
+229
| +276% | +$10.3K | 0.01% | 419 |
|
|
2018
Q4 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 615 |
|