Clearstead Advisors’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 | $27.8K | Buy |
424
+110
| +35% | +$7.21K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $20.5K | Sell |
314
-290
| -48% | -$19K | ﹤0.01% | 1416 |
|
|
2024
Q4 | $41.2K | Hold |
604
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q3 | $54.3K | Hold |
604
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q2 | $49.4K | Buy |
+604
| New | +$49.4K | ﹤0.01% | 1164 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$1.07K | – | 1547 |
|
|
2023
Q4 | $1.07K | Sell |
13
-75
| -85% | -$6.19K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $5.82K | Buy |
+88
| New | +$5.82K | ﹤0.01% | 1207 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1284 |
|
|
2021
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1119 |
|