Covestor’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 | $199K | Sell |
3,035
-376
| -11% | -$24.7K | 0.12% | 190 |
|
|
2025
Q1 | $223K | Buy |
3,411
+715
| +27% | +$46.7K | 0.15% | 121 |
|
|
2024
Q4 | $184K | Buy |
2,696
+118
| +5% | +$8.05K | 0.12% | 206 |
|
|
2024
Q3 | $232K | Buy |
2,578
+2
| +0.1% | +$180 | 0.15% | 130 |
|
|
2024
Q2 | $210K | Sell |
2,576
-173
| -6% | -$14.1K | 0.14% | 149 |
|
|
2024
Q1 | $246K | Buy |
2,749
+1,370
| +99% | +$123K | 0.16% | 94 |
|
|
2023
Q4 | $113K | Buy |
1,379
+176
| +15% | +$14.4K | 0.08% | 410 |
|
|
2023
Q3 | $79K | Buy |
1,203
+339
| +39% | +$22.3K | 0.06% | 552 |
|
|
2023
Q2 | $63K | Sell |
864
-1,644
| -66% | -$120K | 0.05% | 676 |
|
|
2023
Q1 | $173K | Sell |
2,508
-204
| -8% | -$14.1K | 0.15% | 149 |
|
|
2022
Q4 | $155K | Buy |
2,712
+336
| +14% | +$19.2K | 0.13% | 200 |
|
|
2022
Q3 | $115K | Sell |
2,376
-348
| -13% | -$16.8K | 0.1% | 283 |
|
|
2022
Q2 | $149K | Buy |
2,724
+1,003
| +58% | +$54.9K | 0.12% | 201 |
|
|
2022
Q1 | $110K | Buy |
1,721
+564
| +49% | +$36K | 0.07% | 437 |
|
|
2021
Q4 | $99K | Buy |
+1,157
| New | +$99K | 0.14% | 161 |
|