Beacon Pointe Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
3,465
| – | – | ﹤0.01% | 1132 |
|
|
2025
Q1 | $226K | Sell |
3,465
-7,715
| -69% | -$504K | ﹤0.01% | 1097 |
|
|
2024
Q4 | $763K | Sell |
11,180
-52,600
| -82% | -$3.59M | 0.01% | 706 |
|
|
2024
Q3 | $5.73M | Sell |
63,780
-3,783
| -6% | -$340K | 0.07% | 258 |
|
|
2024
Q2 | $5.53M | Buy |
67,563
+17,523
| +35% | +$1.43M | 0.07% | 259 |
|
|
2024
Q1 | $4.48M | Buy |
50,040
+688
| +1% | +$61.5K | 0.05% | 313 |
|
|
2023
Q4 | $4.07M | Sell |
49,352
-14,500
| -23% | -$1.2M | 0.05% | 325 |
|
|
2023
Q3 | $4.22M | Buy |
63,852
+41,250
| +183% | +$2.73M | 0.05% | 305 |
|
|
2023
Q2 | $1.64M | Buy |
22,602
+83
| +0.4% | +$6.04K | 0.03% | 410 |
|
|
2023
Q1 | $1.56M | Sell |
22,519
-3,551
| -14% | -$246K | 0.03% | 447 |
|
|
2022
Q4 | $1.49M | Sell |
26,070
-44,888
| -63% | -$2.57M | 0.03% | 427 |
|
|
2022
Q3 | $3.45M | Sell |
70,958
-5,795
| -8% | -$282K | 0.08% | 218 |
|
|
2022
Q2 | $4.24M | Sell |
76,753
-29,163
| -28% | -$1.61M | 0.09% | 202 |
|
|
2022
Q1 | $6.77M | Buy |
+105,916
| New | +$6.77M | 0.09% | 206 |
|
|
2021
Q4 | – | Sell |
-75,172
| Closed | -$4.59M | – | 925 |
|
|
2021
Q3 | $4.59M | Buy |
+75,172
| New | +$4.59M | 0.11% | 180 |
|