D.A. Davidson & Co’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $590K | Sell |
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2025
Q1 | $645K | Sell |
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2024
Q4 | $711K | Buy |
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2024
Q3 | $877K | Buy |
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2024
Q2 | $783K | Buy |
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2024
Q1 | $848K | Sell |
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2023
Q4 | $781K | Buy |
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2023
Q3 | $615K | Sell |
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2023
Q2 | $744K | Buy |
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2023
Q1 | $648K | Buy |
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2022
Q4 | $532K | Buy |
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2022
Q3 | $356K | Sell |
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2022
Q2 | $404K | Sell |
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2022
Q1 | $479K | Sell |
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2021
Q4 | $4.85M | Sell |
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2021
Q3 | $3.75M | Buy |
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2021
Q2 | $4.36M | Buy |
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2021
Q1 | $4M | Buy |
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2020
Q4 | $2.94M | Sell |
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2020
Q3 | $2.92M | Sell |
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2020
Q2 | $2.65M | Sell |
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2020
Q1 | $3.53M | Buy |
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2019
Q4 | $3.46M | Buy |
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2019
Q3 | $3.15M | Buy |
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2019
Q2 | $2.96M | Buy |
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2019
Q1 | $336K | Buy |
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2018
Q4 | $212K | Buy |
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2018
Q3 | $261K | Buy |
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2018
Q2 | $259K | Buy |
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2017
Q3 | – | Sell |
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2017
Q2 | $11K | Hold |
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2017
Q1 | $10K | Sell |
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2016
Q4 | $54K | Sell |
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2016
Q3 | $58K | Sell |
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2016
Q2 | $65K | Sell |
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2016
Q1 | $60K | Sell |
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2015
Q4 | $65K | Sell |
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2015
Q3 | $61K | Hold |
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2015
Q2 | $67K | Sell |
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2015
Q1 | $71K | Buy |
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2014
Q4 | $12K | Sell |
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2014
Q3 | $13K | Hold |
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2014
Q2 | $13K | Hold |
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2014
Q1 | $12K | Sell |
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2013
Q4 | $287K | Sell |
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2013
Q3 | $245K | Sell |
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2013
Q2 | $202K | Buy |
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