Capital Advisors Ltd’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 | $20K | Hold |
304
| – | – | ﹤0.01% | 622 |
|
|
2025
Q1 | $20K | Hold |
304
| – | – | ﹤0.01% | 609 |
|
|
2024
Q4 | $21K | Hold |
304
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $27K | Sell |
304
-4
| -1% | -$355 | ﹤0.01% | 564 |
|
|
2024
Q2 | $25K | Sell |
308
-1
| -0.3% | -$81 | ﹤0.01% | 563 |
|
|
2024
Q1 | $28K | Buy |
309
+5
| +2% | +$453 | ﹤0.01% | 523 |
|
|
2023
Q4 | $25K | Hold |
304
| – | – | ﹤0.01% | 531 |
|
|
2023
Q3 | $20K | Hold |
304
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $22K | Buy |
304
+266
| +700% | +$19.3K | ﹤0.01% | 551 |
|
|
2023
Q1 | $3K | Sell |
38
-266
| -88% | -$21K | ﹤0.01% | 787 |
|
|
2022
Q4 | $2K | Buy |
+304
| New | +$2K | ﹤0.01% | 822 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 1221 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 716 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 892 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 804 |
|