CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Sell |
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|
2025
Q1 | $31.1M | Buy |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $668K | Buy |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $382K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $127K | Sell |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $178K | Sell |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $412K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $276K | Sell |
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|
2019
Q3 | $319K | Sell |
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|
2019
Q2 | $317K | Buy |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $106K | Buy |
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|
2018
Q3 | $114K | Sell |
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|
2018
Q2 | $134K | Buy |
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|
2018
Q1 | $76K | Buy |
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|
2017
Q4 | $61K | Buy |
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