Blue Trust Inc’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 | $577K | Buy |
8,804
+576
| +7% | +$37.8K | 0.01% | 405 |
|
|
2025
Q1 | $538K | Buy |
8,228
+1,642
| +25% | +$107K | 0.01% | 393 |
|
|
2024
Q4 | $449K | Sell |
6,586
-1,242
| -16% | -$84.7K | 0.01% | 400 |
|
|
2024
Q3 | $640K | Buy |
7,828
+2,419
| +45% | +$198K | 0.01% | 377 |
|
|
2024
Q2 | $484K | Buy |
5,409
+1,245
| +30% | +$111K | 0.01% | 390 |
|
|
2024
Q1 | $372K | Buy |
4,164
+766
| +23% | +$68.5K | 0.01% | 332 |
|
|
2023
Q4 | $224K | Buy |
3,398
+549
| +19% | +$36.2K | ﹤0.01% | 418 |
|
|
2023
Q3 | $207K | Buy |
2,849
+2,305
| +424% | +$167K | ﹤0.01% | 423 |
|
|
2023
Q2 | $38K | Sell |
544
-5,390
| -91% | -$377K | ﹤0.01% | 793 |
|
|
2023
Q1 | $340K | Buy |
5,934
+2,085
| +54% | +$119K | 0.01% | 375 |
|
|
2022
Q4 | $187K | Buy |
3,849
+1,851
| +93% | +$89.9K | ﹤0.01% | 475 |
|
|
2022
Q3 | $109K | Buy |
1,998
+645
| +48% | +$35.2K | ﹤0.01% | 503 |
|
|
2022
Q2 | $87K | Buy |
+1,353
| New | +$87K | ﹤0.01% | 537 |
|