CFS Investment Advisory Services’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 | $612K | Sell |
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|
2025
Q1 | $813K | Sell |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $27K | Buy |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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