CIAS
CFS Investment Advisory Services’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
9,337
-3,096
| -25% | -$203K | 0.05% | 212 |
|
|
2025
Q1 | $813K | Sell |
12,433
-1,809
| -13% | -$118K | 0.07% | 183 |
|
|
2024
Q4 | $971K | Sell |
14,242
-142
| -1% | -$9.68K | 0.09% | 160 |
|
|
2024
Q3 | $1.29M | Sell |
14,384
-196
| -1% | -$17.6K | 0.11% | 138 |
|
|
2024
Q2 | $1.19M | Buy |
+14,580
| New | +$1.19M | 0.1% | 126 |
|
|
2023
Q3 | – | Sell |
-17,216
| Closed | -$1.25M | – | 161 |
|
|
2023
Q2 | $1.25M | Buy |
+17,216
| New | +$1.25M | 0.16% | 107 |
|
|
2022
Q3 | – | Sell |
-23,009
| Closed | -$1.26M | – | 241 |
|
|
2022
Q2 | $1.26M | Sell |
23,009
-1,693,779
| -99% | -$92.6M | 0.19% | 108 |
|
|
2022
Q1 | $27K | Buy |
1,716,788
+1,689,818
| +6,266% | +$26.6K | 0.12% | 86 |
|
|
2021
Q4 | $2.06M | Sell |
26,970
-1,574
| -6% | -$120K | 0.28% | 76 |
|
|
2021
Q3 | $1.74M | Buy |
+28,544
| New | +$1.74M | 0.24% | 102 |
|
|
2020
Q4 | $1.7M | Buy |
+30,977
| New | +$1.7M | 0.27% | 99 |
|