Benjamin F. Edwards & Company’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.4M | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $180K | Buy |
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|
2023
Q1 | $135K | Sell |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $107K | Hold |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $169K | Sell |
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|
2021
Q3 | $120K | Sell |
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|
2021
Q2 | $145K | Buy |
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|
2021
Q1 | $115K | Hold |
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|
2020
Q4 | $93K | Hold |
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|
2020
Q3 | $90K | Hold |
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|
2020
Q2 | $80K | Sell |
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $169K | Buy |
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|
2019
Q3 | $101K | Buy |
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|
2019
Q2 | $91K | Sell |
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|
2019
Q1 | $206K | Hold |
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|
2018
Q4 | $165K | Buy |
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|
2018
Q3 | $107K | Hold |
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|
2018
Q2 | $118K | Hold |
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|
2018
Q1 | $127K | Hold |
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|
2017
Q4 | $123K | Hold |
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|
2017
Q3 | $119K | Hold |
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|
2017
Q2 | $113K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $69K | Sell |
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|
2016
Q2 | $70K | Buy |
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|
2016
Q1 | $31K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $18K | Hold |
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|
2013
Q2 | $15K | Buy |
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