Financial Advocates Investment Management’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 | $462K | Buy |
7,040
+175
| +3% | +$11.5K | 0.04% | 377 |
|
|
2025
Q1 | $449K | Buy |
6,865
+1,916
| +39% | +$125K | 0.03% | 448 |
|
|
2024
Q4 | $338K | Buy |
4,949
+1,255
| +34% | +$85.6K | 0.02% | 564 |
|
|
2024
Q3 | $332K | Buy |
3,694
+68
| +2% | +$6.11K | 0.02% | 571 |
|
|
2024
Q2 | $297K | Buy |
3,626
+37
| +1% | +$3.03K | 0.02% | 575 |
|
|
2024
Q1 | $321K | Buy |
3,589
+141
| +4% | +$12.6K | 0.02% | 562 |
|
|
2023
Q4 | $284K | Buy |
+3,448
| New | +$284K | 0.02% | 573 |
|