FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.88K | Hold |
110
| – | – | ﹤0.01% | 944 |
|
|
2024
Q2 | $9K | Sell |
110
-487
| -82% | -$39.8K | ﹤0.01% | 899 |
|
|
2024
Q1 | $53.4K | Hold |
597
| – | – | 0.01% | 491 |
|
|
2023
Q4 | $49.2K | Hold |
597
| – | – | 0.01% | 486 |
|
|
2023
Q3 | $39.5K | Buy |
597
+515
| +628% | +$34.1K | 0.01% | 501 |
|
|
2023
Q2 | $4.69K | Hold |
82
| – | – | ﹤0.01% | 873 |
|
|
2023
Q1 | $4.69K | Hold |
82
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $4.69K | Buy |
+82
| New | +$4.69K | ﹤0.01% | 872 |
|
|
2022
Q2 | – | Sell |
-754
| Closed | -$48K | – | 1203 |
|
|
2022
Q1 | $48K | Buy |
+754
| New | +$48K | 0.01% | 570 |
|
|
2019
Q2 | – | Sell |
-53
| Closed | -$3K | – | 1038 |
|
|
2019
Q1 | $3K | Sell |
53
-8
| -13% | -$453 | ﹤0.01% | 1011 |
|
|
2018
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 1015 |
|