Founders Financial Alliance’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381K	Buy	5,772 +165	+3%	+$11.9K	0.07%	256
2025 Q4	$375K	Buy	5,607 +155	+3%	+$10.5K	0.07%	239
2025 Q3	$400K	Buy	5,452 +1,615	+42%	+$115K	0.08%	241
2025 Q2	$252K	Buy	3,837 +425	+12%	+$27.8K	0.06%	285
2025 Q1	$223K	Buy	3,412 +21	+0.6%	+$1.42K	0.05%	315
2024 Q4	$231K	Buy	3,391 +935	+38%	+$70.8K	0.06%	258
2024 Q3	$221K	Buy	+2,456	New	+$203K	0.06%	269
2024 Q2	–	Sell	-2,316	Closed	-$207K	–	561
2024 Q1	$207K	Buy	+2,316	New	+$191K	0.06%	258
2022 Q2	–	Sell	-3,412	Closed	-$218K	–	501
2022 Q1	$218K	Hold	3,412	–	–	0.1%	199
2021 Q4	$293K	Sell	3,412 -300	-8%	-$22.9K	0.12%	184
2021 Q3	$227K	Buy	3,712 +75	+2%	+$5.24K	0.11%	197
2021 Q2	$261K	Hold	3,637	–	–	0.12%	192
2021 Q1	$253K	Buy	+3,637	New	+$221K	0.12%	184
2020 Q4	–	Sell	-1,770	Closed	-$94K	–	469
2020 Q3	$94K	Buy	+1,770	New	+$88.4K	0.06%	277