Creative Financial Designs’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 | $725 | Buy |
+11
| New | +$725 | ﹤0.01% | 1848 |
|
|
2024
Q3 | – | Sell |
-59
| Closed | -$4.83K | – | 1682 |
|
|
2024
Q2 | $4.83K | Hold |
59
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q1 | $5.28K | Hold |
59
| – | – | ﹤0.01% | 1297 |
|
|
2023
Q4 | $4.86K | Hold |
59
| – | – | ﹤0.01% | 1267 |
|
|
2023
Q3 | $3.9K | Buy |
+59
| New | +$3.9K | ﹤0.01% | 1230 |
|
|
2021
Q4 | – | Sell |
-407
| Closed | -$25K | – | 1203 |
|
|
2021
Q3 | $25K | Hold |
407
| – | – | ﹤0.01% | 803 |
|
|
2021
Q2 | $29K | Hold |
407
| – | – | 0.01% | 759 |
|
|
2021
Q1 | $28K | Hold |
407
| – | – | 0.01% | 699 |
|
|
2020
Q4 | $22K | Hold |
407
| – | – | ﹤0.01% | 693 |
|
|
2020
Q3 | $21K | Hold |
407
| – | – | 0.01% | 642 |
|
|
2020
Q2 | $19K | Buy |
+407
| New | +$19K | 0.01% | 611 |
|