Citigroup’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
$15.4M Buy
234,084
+60,325
+35% +$4.35M 0.01% 1219
2025
Q4
$11.6M Buy
173,759
+76,424
+79% +$5.16M 0.01% 1421
2025
Q3
$7.15M Buy
97,335
+2,953
+3% +$211K ﹤0.01% 1739
2025
Q2
$6.19M Sell
94,382
-64,519
-41% -$4.22M ﹤0.01% 1725
2025
Q1
$10.4M Buy
158,901
+36,202
+30% +$2.45M 0.01% 1342
2024
Q4
$8.37M Sell
122,699
-58,738
-32% -$4.45M 0.01% 1515
2024
Q3
$16.3M Sell
181,437
-19,163
-10% -$1.59M 0.02% 1048
2024
Q2
$16.4M Sell
200,600
-1,174
-0.6% -$99.4K 0.02% 980
2024
Q1
$18.1M Buy
201,774
+45,221
+29% +$3.73M 0.02% 932
2023
Q4
$12.9M Buy
156,553
+31,564
+25% +$2.33M 0.02% 1085
2023
Q3
$8.27M Sell
124,989
-32,800
-21% -$2.33M 0.01% 1194
2023
Q2
$11.5M Buy
157,789
+11,451
+8% +$784K 0.01% 1086
2023
Q1
$10.1M Sell
146,338
-52,801
-27% -$3.43M 0.01% 1155
2022
Q4
$11.4M Sell
199,139
-60,246
-23% -$3.37M 0.02% 1065
2022
Q3
$12.6M Buy
259,385
+71,082
+38% +$4.08M 0.02% 1030
2022
Q2
$10.3M Buy
188,303
+5,326
+3% +$320K 0.01% 1143
2022
Q1
$11.7M Buy
182,977
+29,251
+19% +$2.13M 0.01% 1226
2021
Q4
$13.2M Sell
153,726
-164,349
-52% -$12.5M 0.01% 1229
2021
Q3
$19.4M Buy
318,075
+97,835
+44% +$6.83M 0.02% 1016
2021
Q2
$15.9M Sell
220,240
-49,392
-18% -$3.41M 0.01% 1143
2021
Q1
$18.2M Buy
269,632
+37,829
+16% +$2.3M 0.02% 1009
2020
Q4
$12.7M Sell
231,803
-15,247
-6% -$840K 0.01% 1361
2020
Q3
$13M Buy
247,050
+31,660
+15% +$1.58M 0.02% 1171
2020
Q2
$10.1M Buy
215,390
+109,108
+103% +$4.77M 0.01% 1279
2020
Q1
$4.02M Sell
106,282
-229,525
-68% -$9.78M 0.01% 1859
2019
Q4
$16M Buy
335,807
+153,357
+84% +$7.43M 0.02% 1111
2019
Q3
$8.7M Sell
182,450
-27,373
-13% -$1.27M 0.01% 1503
2019
Q2
$9.9M Sell
209,823
-14,695
-7% -$721K 0.01% 1397
2019
Q1
$12M Sell
224,518
-108,460
-33% -$5.39M 0.02% 1151
2018
Q4
$14.2M Buy
332,978
+176,914
+113% +$8.14M 0.03% 1019
2018
Q3
$8.33M Buy
156,064
+25,131
+19% +$1.48M 0.02% 1415
2018
Q2
$7.75M Buy
130,933
+22,493
+21% +$1.42M 0.01% 1472
2018
Q1
$6.9M Sell
108,440
-79,149
-42% -$5.11M 0.01% 1508
2017
Q4
$11.5M Buy
187,589
+78,496
+72% +$4.76M 0.02% 1192
2017
Q3
$6.48M Buy
109,093
+31,835
+41% +$1.79M 0.01% 1544
2017
Q2
$4.35M Buy
77,258
+432
+0.6% +$23.3K 0.01% 1816
2017
Q1
$3.93M Sell
76,826
-37,114
-33% -$1.84M 0.01% 1839
2016
Q4
$5.4M Buy
113,940
+14,312
+14% +$690K 0.01% 1748
2016
Q3
$4.92M Buy
99,628
+69,976
+236% +$3.27M 0.01% 1684
2016
Q2
$1.31M Sell
29,652
-4,810
-14% -$194K ﹤0.01% 2696
2016
Q1
$1.31M Sell
34,462
-128
-0.4% -$4.47K ﹤0.01% 3004
2015
Q4
$1.32M Sell
34,590
-88,410
-72% -$3.34M ﹤0.01% 2834
2015
Q3
$4.01M Buy
123,000
+67,852
+123% +$2.32M 0.01% 1848
2015
Q2
$1.98M Sell
55,148
-2,954
-5% -$102K ﹤0.01% 2520
2015
Q1
$1.91M Buy
58,102
+27,020
+87% +$822K ﹤0.01% 2515
2014
Q4
$878K Sell
31,082
-228
-0.7% -$5.96K ﹤0.01% 3273
2014
Q3
$740K Sell
31,310
-28,104
-47% -$682K ﹤0.01% 3231
2014
Q2
$1.47M Buy
59,414
+28,344
+91% +$681K ﹤0.01% 2682
2014
Q1
$715K Sell
31,070
-94,308
-75% -$2.3M ﹤0.01% 3155
2013
Q4
$3.38M Sell
125,378
-547,142
-81% -$14M 0.01% 2117
2013
Q3
$15.2M Buy
672,520
+627,286
+1,387% +$13.1M 0.03% 870
2013
Q2
$820K Buy
+45,234
New +$845K ﹤0.01% 3059

Other funds holding AOS