Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.36M | Sell |
50,983
-1,400
| -3% | -$101K | ﹤0.01% | 1809 |
|
|
2025
Q4 | $3.5M | Sell |
52,383
-3,779
| -7% | -$255K | ﹤0.01% | 1725 |
|
|
2025
Q3 | $4.12M | Buy |
56,162
+29,679
| +112% | +$2.12M | ﹤0.01% | 1567 |
|
|
2025
Q2 | $1.74M | Buy |
26,483
+1,184
| +5% | +$77.5K | ﹤0.01% | 1949 |
|
|
2025
Q1 | $1.65M | Sell |
25,299
-2,008
| -7% | -$136K | ﹤0.01% | 1883 |
|
|
2024
Q4 | $1.86M | Buy |
27,307
+315
| +1% | +$23.9K | ﹤0.01% | 1715 |
|
|
2024
Q3 | $2.42M | Buy |
26,992
+1,088
| +4% | +$90K | 0.01% | 1492 |
|
|
2024
Q2 | $2.12M | Buy |
25,904
+649
| +3% | +$54.9K | ﹤0.01% | 1534 |
|
|
2024
Q1 | $2.26M | Buy |
25,255
+17,411
| +222% | +$1.44M | 0.01% | 1454 |
|
|
2023
Q4 | $647K | Buy |
7,844
+400
| +5% | +$29.5K | 0.01% | 1353 |
|
|
2023
Q3 | $492K | Buy |
7,444
+144
| +2% | +$10.2K | ﹤0.01% | 1426 |
|
|
2023
Q2 | $531K | Sell |
7,300
-1,218
| -14% | -$83.4K | ﹤0.01% | 1417 |
|
|
2023
Q1 | $589K | Sell |
8,518
-227
| -3% | -$14.8K | 0.01% | 1333 |
|
|
2022
Q4 | $501K | Buy |
8,745
+1,035
| +13% | +$57.9K | ﹤0.01% | 1372 |
|
|
2022
Q3 | $375K | Sell |
7,710
-349
| -4% | -$20K | 0.01% | 1140 |
|
|
2022
Q2 | $441K | Sell |
8,059
-69
| -0.8% | -$4.14K | 0.01% | 1176 |
|
|
2022
Q1 | $519K | Buy |
8,128
+464
| +6% | +$33.8K | 0.01% | 1124 |
|
|
2021
Q4 | $658K | Sell |
7,664
-357
| -4% | -$27.2K | 0.01% | 1022 |
|
|
2021
Q3 | $490K | Sell |
8,021
-429
| -5% | -$30K | 0.01% | 1156 |
|
|
2021
Q2 | $609K | Buy |
8,450
+3,627
| +75% | +$250K | 0.01% | 1016 |
|
|
2021
Q1 | $326K | Sell |
4,823
-3,824
| -44% | -$233K | 0.01% | 1213 |
|
|
2020
Q4 | $474K | Buy |
+8,647
| New | +$477K | 0.01% | 982 |
|
|
2016
Q4 | – | Sell |
-4,378
| Closed | -$215K | – | 328 |
|
|
2016
Q3 | $215K | Buy |
+4,378
| New | +$205K | 0.09% | 249 |
|
Other funds holding AOS
VCM
VPM
