FORA Capital’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 | $627K | Sell |
9,566
-1,424
| -13% | -$93.4K | 0.07% | 291 |
|
|
2025
Q1 | $718K | Sell |
10,990
-16,157
| -60% | -$1.06M | 0.07% | 276 |
|
|
2024
Q4 | $1.85M | Buy |
27,147
+19,017
| +234% | +$1.3M | 0.21% | 143 |
|
|
2024
Q3 | $730K | Buy |
+8,130
| New | +$730K | 0.09% | 239 |
|
|
2022
Q3 | – | Sell |
-11,200
| Closed | -$612K | – | 407 |
|
|
2022
Q2 | $612K | Sell |
11,200
-2,624
| -19% | -$143K | 0.12% | 213 |
|
|
2022
Q1 | $916K | Buy |
+13,824
| New | +$916K | 0.17% | 172 |
|
|
2021
Q4 | – | Sell |
-3,599
| Closed | -$220K | – | 304 |
|
|
2021
Q3 | $220K | Buy |
+3,599
| New | +$220K | 0.06% | 323 |
|
|
2020
Q3 | – | Sell |
-6,016
| Closed | -$283K | – | 648 |
|
|
2020
Q2 | $283K | Sell |
6,016
-1,428
| -19% | -$67.2K | 0.1% | 272 |
|
|
2020
Q1 | $281K | Buy |
+7,444
| New | +$281K | 0.06% | 365 |
|