Concourse Financial Group Securities’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,240
| Closed | -$159K | – | 384 |
|
|
2024
Q4 | $159K | Sell |
2,240
-132
| -6% | -$9.37K | 0.01% | 805 |
|
|
2024
Q3 | $213K | Buy |
2,372
+75
| +3% | +$6.74K | 0.01% | 689 |
|
|
2024
Q2 | $188K | Buy |
2,297
+47
| +2% | +$3.84K | 0.01% | 706 |
|
|
2024
Q1 | $201K | Buy |
2,250
+141
| +7% | +$12.6K | 0.01% | 668 |
|
|
2023
Q4 | $174K | Sell |
2,109
-371
| -15% | -$30.6K | 0.01% | 695 |
|
|
2023
Q3 | $164K | Sell |
2,480
-14
| -0.6% | -$926 | 0.01% | 685 |
|
|
2023
Q2 | $182K | Buy |
2,494
+157
| +7% | +$11.4K | 0.01% | 670 |
|
|
2023
Q1 | $162K | Sell |
2,337
-28
| -1% | -$1.94K | 0.01% | 710 |
|
|
2022
Q4 | $135K | Buy |
2,365
+178
| +8% | +$10.2K | 0.01% | 737 |
|
|
2022
Q3 | $106K | Sell |
2,187
-630
| -22% | -$30.5K | 0.01% | 704 |
|
|
2022
Q2 | $154K | Buy |
2,817
+987
| +54% | +$54K | 0.01% | 669 |
|
|
2022
Q1 | $117K | Sell |
1,830
-73
| -4% | -$4.67K | 0.01% | 804 |
|
|
2021
Q4 | $163K | Buy |
1,903
+109
| +6% | +$9.34K | 0.01% | 800 |
|
|
2021
Q3 | $110K | Sell |
1,794
-1,119
| -38% | -$68.6K | 0.01% | 944 |
|
|
2021
Q2 | $210K | Buy |
2,913
+217
| +8% | +$15.6K | 0.01% | 701 |
|
|
2021
Q1 | $182K | Buy |
2,696
+459
| +21% | +$31K | 0.01% | 714 |
|
|
2020
Q4 | $123K | Buy |
2,237
+2,017
| +917% | +$111K | 0.01% | 795 |
|
|
2020
Q3 | $12K | Buy |
220
+129
| +142% | +$7.04K | ﹤0.01% | 1507 |
|
|
2020
Q2 | $4K | Buy |
91
+37
| +69% | +$1.63K | ﹤0.01% | 1726 |
|
|
2020
Q1 | $2K | Buy |
54
+12
| +29% | +$444 | ﹤0.01% | 1853 |
|
|
2019
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 1858 |
|
|
2019
Q3 | – | Sell |
-42
| Closed | -$2K | – | 1925 |
|
|
2019
Q2 | $2K | Sell |
42
-24
| -36% | -$1.14K | ﹤0.01% | 1959 |
|
|
2019
Q1 | $3K | Buy |
66
+44
| +200% | +$2K | ﹤0.01% | 1885 |
|
|
2018
Q4 | $0 | Sell |
22
-1,138
| -98% | – | ﹤0.01% | 2255 |
|
|
2018
Q3 | $62K | Buy |
+1,160
| New | +$62K | 0.02% | 534 |
|