FFA
Founders Financial Alliance’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
3,837
+425
| +12% | +$27.9K | 0.06% | 285 |
|
|
2025
Q1 | $223K | Buy |
3,412
+21
| +0.6% | +$1.37K | 0.05% | 315 |
|
|
2024
Q4 | $231K | Buy |
3,391
+935
| +38% | +$63.8K | 0.06% | 258 |
|
|
2024
Q3 | $221K | Buy |
+2,456
| New | +$221K | 0.06% | 269 |
|
|
2024
Q2 | – | Sell |
-2,316
| Closed | -$207K | – | 561 |
|
|
2024
Q1 | $207K | Buy |
+2,316
| New | +$207K | 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% | -$25.8K | 0.12% | 184 |
|
|
2021
Q3 | $227K | Buy |
3,712
+75
| +2% | +$4.59K | 0.11% | 197 |
|
|
2021
Q2 | $261K | Hold |
3,637
| – | – | 0.12% | 192 |
|
|
2021
Q1 | $253K | Buy |
+3,637
| New | +$253K | 0.12% | 184 |
|
|
2020
Q4 | – | Sell |
-1,770
| Closed | -$94K | – | 469 |
|
|
2020
Q3 | $94K | Buy |
+1,770
| New | +$94K | 0.06% | 277 |
|