Chicago Partners Investment Group’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
Q2 | $275K | Buy |
3,846
+247
| +7% | +$17.6K | 0.01% | 885 |
|
|
2025
Q1 | $241K | Buy |
+3,599
| New | +$241K | 0.01% | 783 |
|
|
2018
Q4 | – | Sell |
-1,006
| Closed | -$43K | – | 344 |
|
|
2018
Q3 | $43K | Buy |
1,006
+3
| +0.3% | +$128 | 0.01% | 550 |
|
|
2018
Q2 | $59K | Buy |
1,003
+3
| +0.3% | +$176 | 0.01% | 460 |
|
|
2018
Q1 | $64K | Buy |
+1,000
| New | +$64K | 0.01% | 415 |
|