Commonwealth Equity Services’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.55M Sell
84,560
-4,023
-5% -$264K 0.01% 1257
2025
Q1
$5.79M Sell
88,583
-558
-0.6% -$36.5K 0.01% 1186
2024
Q4
$6.08M Sell
89,141
-7,494
-8% -$511K 0.01% 1122
2024
Q3
$8.68M Sell
96,635
-11,539
-11% -$1.04M 0.01% 906
2024
Q2
$8.85M Sell
108,174
-1,306
-1% -$107K 0.01% 861
2024
Q1
$9.79M Sell
109,480
-1,326
-1% -$119K 0.02% 794
2023
Q4
$9.14M Sell
110,806
-36,757
-25% -$3.03M 0.02% 778
2023
Q3
$9.76M Sell
147,563
-714
-0.5% -$47.2K 0.02% 684
2023
Q2
$10.8M Sell
148,277
-3,910
-3% -$285K 0.02% 648
2023
Q1
$10.5K Buy
152,187
+81
+0.1% +$6 0.02% 645
2022
Q4
$8.71M Buy
152,106
+4,186
+3% +$240K 0.02% 686
2022
Q3
$7.19M Buy
147,920
+13,894
+10% +$675K 0.02% 727
2022
Q2
$7.33M Buy
134,026
+96,340
+256% +$5.27M 0.02% 717
2022
Q1
$2.41M Sell
37,686
-265
-0.7% -$16.9K 0.01% 1389
2021
Q4
$3.26M Buy
37,951
+540
+1% +$46.4K 0.01% 1165
2021
Q3
$2.28M Buy
37,411
+347
+0.9% +$21.2K 0.01% 1347
2021
Q2
$2.67M Sell
37,064
-18
-0% -$1.3K 0.01% 1239
2021
Q1
$2.51M Buy
37,082
+501
+1% +$33.9K 0.01% 1178
2020
Q4
$2.01M Buy
36,581
+49
+0.1% +$2.69K 0.01% 1228
2020
Q3
$1.93M Sell
36,532
-1,073
-3% -$56.6K 0.01% 1120
2020
Q2
$1.77M Sell
37,605
-1,340
-3% -$63.1K 0.01% 1089
2020
Q1
$1.47M Buy
38,945
+5,896
+18% +$223K 0.01% 1052
2019
Q4
$1.57M Sell
33,049
-1,016
-3% -$48.4K 0.01% 1171
2019
Q3
$1.63M Sell
34,065
-3,249
-9% -$155K 0.01% 1092
2019
Q2
$1.76M Buy
37,314
+1,703
+5% +$80.3K 0.01% 1026
2019
Q1
$1.9M Buy
35,611
+57
+0.2% +$3.04K 0.01% 942
2018
Q4
$1.52M Sell
35,554
-1,387
-4% -$59.2K 0.01% 976
2018
Q3
$1.97M Buy
36,941
+11,366
+44% +$606K 0.01% 933
2018
Q2
$1.51M Buy
25,575
+136
+0.5% +$8.05K 0.01% 1052
2018
Q1
$1.62M Buy
25,439
+490
+2% +$31.1K 0.01% 992
2017
Q4
$1.53M Sell
24,949
-165
-0.7% -$10.1K 0.01% 987
2017
Q3
$1.49M Buy
25,114
+693
+3% +$41.2K 0.01% 969
2017
Q2
$1.38M Sell
24,421
-857
-3% -$48.3K 0.01% 987
2017
Q1
$1.29M Buy
25,278
+930
+4% +$47.6K 0.01% 990
2016
Q4
$1.15M Sell
24,348
-356
-1% -$16.9K 0.01% 958
2016
Q3
$1.22M Buy
24,704
+74
+0.3% +$3.65K 0.01% 907
2016
Q2
$1.09M Buy
24,630
+24
+0.1% +$1.06K 0.01% 934
2016
Q1
$939K Sell
24,606
-982
-4% -$37.5K 0.01% 978
2015
Q4
$980K Sell
25,588
-390
-2% -$14.9K 0.01% 943
2015
Q3
$847K Sell
25,978
-9,040
-26% -$295K 0.01% 975
2015
Q2
$1.26M Buy
35,018
+112
+0.3% +$4.03K 0.01% 833
2015
Q1
$1.15M Buy
34,906
+4,882
+16% +$160K 0.01% 880
2014
Q4
$847K Sell
30,024
-164
-0.5% -$4.63K 0.01% 977
2014
Q3
$714K Buy
30,188
+40
+0.1% +$946 0.01% 1037
2014
Q2
$747K Sell
30,148
-222
-0.7% -$5.5K 0.01% 1026
2014
Q1
$699K Sell
30,370
-382
-1% -$8.79K 0.01% 1008
2013
Q4
$829K Sell
30,752
-446
-1% -$12K 0.01% 862
2013
Q3
$705K Buy
31,198
+1,770
+6% +$40K 0.01% 899
2013
Q2
$534K Buy
+29,428
New +$534K 0.01% 989