Centaurus Financial’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,849
| Closed | -$166K | – | 861 |
|
|
2024
Q3 | $166K | Sell |
1,849
-587
| -24% | -$52.7K | 0.01% | 685 |
|
|
2024
Q2 | $199K | Sell |
2,436
-6,066
| -71% | -$496K | 0.01% | 607 |
|
|
2024
Q1 | $761K | Sell |
8,502
-98
| -1% | -$8.77K | 0.05% | 289 |
|
|
2023
Q4 | $709K | Sell |
8,600
-566
| -6% | -$46.7K | 0.05% | 298 |
|
|
2023
Q3 | $606K | Buy |
9,166
+275
| +3% | +$18.2K | 0.05% | 316 |
|
|
2023
Q2 | $647K | Buy |
+8,891
| New | +$647K | 0.06% | 308 |
|
|
2022
Q4 | – | Sell |
-3,208
| Closed | -$156K | – | 839 |
|
|
2022
Q3 | $156K | Sell |
3,208
-35
| -1% | -$1.7K | 0.02% | 685 |
|
|
2022
Q2 | $177K | Buy |
+3,243
| New | +$177K | 0.02% | 660 |
|
|
2018
Q3 | – | Sell |
-314
| Closed | -$19K | – | 600 |
|
|
2018
Q2 | $19K | Buy |
+314
| New | +$19K | ﹤0.01% | 1287 |
|