First National Bank Sioux Falls’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,142
| Closed | -$503K | – | 228 |
|
|
2015
Q4 | $503K | Sell |
13,142
-900
| -6% | -$34.4K | 1.59% | 15 |
|
|
2015
Q3 | $458K | Hold |
14,042
| – | – | 1.5% | 16 |
|
|
2015
Q2 | $505K | Sell |
14,042
-1,738
| -11% | -$62.5K | 1.49% | 15 |
|
|
2015
Q1 | $518K | Hold |
15,780
| – | – | 1.5% | 16 |
|
|
2014
Q4 | $445K | Hold |
15,780
| – | – | 1.26% | 18 |
|
|
2014
Q3 | $373K | Hold |
15,780
| – | – | 1.01% | 24 |
|
|
2014
Q2 | $391K | Hold |
15,780
| – | – | 1% | 23 |
|
|
2014
Q1 | $363K | Hold |
15,780
| – | – | 0.98% | 23 |
|
|
2013
Q4 | $426K | Hold |
15,780
| – | – | 1.12% | 19 |
|
|
2013
Q3 | $357K | Hold |
15,780
| – | – | 1.04% | 22 |
|
|
2013
Q2 | $286K | Buy |
+15,780
| New | +$286K | 0.82% | 26 |
|