Farther Finance Advisors’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 | $70.5K | Buy |
1,075
+583
| +118% | +$38.2K | ﹤0.01% | 1947 |
|
|
2025
Q1 | $32.3K | Buy |
492
+115
| +31% | +$7.54K | ﹤0.01% | 2128 |
|
|
2024
Q4 | $25.7K | Sell |
377
-1
| -0.3% | -$68 | ﹤0.01% | 1978 |
|
|
2024
Q3 | $34K | Buy |
378
+24
| +7% | +$2.16K | ﹤0.01% | 1838 |
|
|
2024
Q2 | $28.4K | Sell |
354
-75
| -17% | -$6.01K | ﹤0.01% | 1642 |
|
|
2024
Q1 | $38.2K | Buy |
429
+114
| +36% | +$10.2K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $26K | Buy |
315
+122
| +63% | +$10.1K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $12.8K | Sell |
193
-95
| -33% | -$6.28K | ﹤0.01% | 1216 |
|
|
2023
Q2 | $21K | Sell |
288
-3
| -1% | -$218 | ﹤0.01% | 987 |
|
|
2023
Q1 | $20.1K | Buy |
291
+107
| +58% | +$7.4K | 0.01% | 902 |
|
|
2022
Q4 | $10.5K | Buy |
+184
| New | +$10.5K | ﹤0.01% | 930 |
|