Empowered Funds’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 | $2.54M | Sell |
38,761
-7,361
| -16% | -$483K | 0.03% | 713 |
|
|
2025
Q1 | $3.01M | Sell |
46,122
-106,670
| -70% | -$6.97M | 0.04% | 546 |
|
|
2024
Q4 | $10.4M | Buy |
152,792
+143,103
| +1,477% | +$9.76M | 0.15% | 139 |
|
|
2024
Q3 | $870K | Buy |
9,689
+2,096
| +28% | +$188K | 0.01% | 934 |
|
|
2024
Q2 | $621K | Buy |
+7,593
| New | +$621K | 0.01% | 994 |
|
|
2022
Q2 | – | Sell |
-9,099
| Closed | -$581K | – | 270 |
|
|
2022
Q1 | $581K | Buy |
9,099
+1,037
| +13% | +$66.2K | 0.06% | 226 |
|
|
2021
Q4 | $692K | Buy |
8,062
+1,281
| +19% | +$110K | 0.08% | 200 |
|
|
2021
Q3 | $414K | Buy |
6,781
+2,867
| +73% | +$175K | 0.05% | 192 |
|
|
2021
Q2 | $282K | Buy |
+3,914
| New | +$282K | 0.04% | 211 |
|