Catalyst Capital Advisors’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
Q1 | – | Sell |
-151
| Closed | -$10.3K | – | 430 |
|
|
2024
Q4 | $10.3K | Sell |
151
-4
| -3% | -$273 | ﹤0.01% | 488 |
|
|
2024
Q3 | $13.9K | Sell |
155
-24
| -13% | -$2.16K | ﹤0.01% | 507 |
|
|
2024
Q2 | $14.6K | Sell |
179
-7
| -4% | -$572 | ﹤0.01% | 352 |
|
|
2024
Q1 | $16.6K | Sell |
186
-8
| -4% | -$716 | ﹤0.01% | 347 |
|
|
2023
Q4 | $16K | Sell |
194
-35
| -15% | -$2.89K | ﹤0.01% | 319 |
|
|
2023
Q3 | $15.1K | Buy |
+229
| New | +$15.1K | ﹤0.01% | 368 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 388 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 396 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 338 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 395 |
|