First Horizon 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
$264K Buy
4,031
+392
+11% +$25.7K 0.01% 462
2025
Q1
$238K Sell
3,639
-521
-13% -$34.1K 0.01% 472
2024
Q4
$284K Sell
4,160
-11
-0.3% -$750 0.01% 446
2024
Q3
$375K Buy
4,171
+24
+0.6% +$2.16K 0.01% 394
2024
Q2
$339K Buy
4,147
+6
+0.1% +$491 0.01% 406
2024
Q1
$370K Sell
4,141
-26
-0.6% -$2.33K 0.01% 389
2023
Q4
$344K Buy
4,167
+97
+2% +$8K 0.01% 386
2023
Q3
$269K Sell
4,070
-2
-0% -$132 0.01% 410
2023
Q2
$296K Hold
4,072
0.01% 412
2023
Q1
$282K Sell
4,072
-3
-0.1% -$207 0.01% 413
2022
Q4
$233K Buy
4,075
+10
+0.2% +$572 0.01% 428
2022
Q3
$196K Sell
4,065
-2
-0% -$96 0.01% 443
2022
Q2
$221K Sell
4,067
-227
-5% -$12.3K 0.01% 449
2022
Q1
$274K Buy
4,294
+3,214
+298% +$205K 0.02% 348
2021
Q4
$91K Buy
1,080
+325
+43% +$27.4K ﹤0.01% 707
2021
Q3
$45K Buy
755
+102
+16% +$6.08K ﹤0.01% 941
2021
Q2
$47K Buy
653
+9
+1% +$648 ﹤0.01% 807
2021
Q1
$43K Sell
644
-121
-16% -$8.08K ﹤0.01% 792
2020
Q4
$41K Buy
765
+228
+42% +$12.2K ﹤0.01% 669
2020
Q3
$27K Hold
537
﹤0.01% 717
2020
Q2
$24K Hold
537
﹤0.01% 728
2020
Q1
$19K Hold
537
﹤0.01% 740
2019
Q4
$24K Hold
537
﹤0.01% 790
2019
Q3
$24K Hold
537
﹤0.01% 779
2019
Q2
$24K Hold
537
﹤0.01% 811
2019
Q1
$27K Buy
+537
New +$27K ﹤0.01% 710
2018
Q4
Sell
-3,500
Closed -$187K 1495
2018
Q3
$187K Hold
3,500
0.01% 377
2018
Q2
$207K Hold
3,500
0.02% 355
2018
Q1
$223K Hold
3,500
0.02% 296
2017
Q4
$214K Hold
3,500
0.02% 315
2017
Q3
$208K Hold
3,500
0.02% 308
2017
Q2
$197K Hold
3,500
0.02% 307
2017
Q1
$179K Buy
3,500
+1,750
+100% +$89.5K 0.02% 329
2016
Q4
$173K Sell
1,750
-1,750
-50% -$173K 0.02% 337
2016
Q3
$173K Sell
3,500
-192
-5% -$9.49K 0.02% 334
2016
Q2
$163K Hold
3,692
0.02% 323
2016
Q1
$141K Hold
3,692
0.02% 367
2015
Q4
$141K Hold
3,692
0.03% 313
2015
Q3
$120K Hold
3,692
0.02% 364
2015
Q2
$133K Hold
3,692
0.02% 368
2015
Q1
$121K Buy
3,692
+3,500
+1,823% +$115K 0.02% 387
2014
Q4
$5K Buy
+192
New +$5K ﹤0.01% 1215