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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $223K | Buy |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $94K | Buy |
|