Capital Analysts LLC’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-110
| Closed | -$9K | – | 936 |
|
|
2021
Q4 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 817 |
|
|
2016
Q4 | – | Sell |
-16,214
| Closed | -$801K | – | 345 |
|
|
2016
Q3 | $801K | Sell |
16,214
-452
| -3% | -$22.3K | 0.15% | 108 |
|
|
2016
Q2 | $734K | Sell |
16,666
-94
| -0.6% | -$4.14K | 0.15% | 108 |
|
|
2016
Q1 | $639K | Buy |
+16,760
| New | +$639K | 0.13% | 127 |
|
|
2014
Q1 | – | Sell |
-6,460
| Closed | -$174K | – | 355 |
|
|
2013
Q4 | $174K | Sell |
6,460
-388
| -6% | -$10.5K | 0.05% | 150 |
|
|
2013
Q3 | $155K | Buy |
6,848
+24
| +0.4% | +$542 | 0.05% | 137 |
|
|
2013
Q2 | $124K | Buy |
+6,824
| New | +$124K | 0.04% | 155 |
|