Global Financial Private Client’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	–	Sell	-45	Closed	-$2.94K	–	304
2025 Q1	$2.94K	Buy	45 +9	+25%	+$608	﹤0.01%	775
2024 Q4	$2.46K	Buy	36 +6	+20%	+$454	﹤0.01%	707
2024 Q3	$2.69K	Hold	30	–	–	﹤0.01%	696
2024 Q2	$2.45K	Hold	30	–	–	﹤0.01%	559
2024 Q1	$2.67K	Hold	30	–	–	﹤0.01%	568
2023 Q4	$2.47K	Hold	30	–	–	﹤0.01%	570
2023 Q3	$1.98K	Hold	30	–	–	﹤0.01%	575
2023 Q2	$2.17K	Hold	30	–	–	﹤0.01%	573
2023 Q1	$2.07K	Hold	30	–	–	﹤0.01%	574
2022 Q4	$1.72K	Hold	30	–	–	﹤0.01%	573
2022 Q3	$1.52K	Hold	30	–	–	﹤0.01%	547
2022 Q2	$1.68K	Hold	30	–	–	﹤0.01%	535
2022 Q1	$1.98K	Hold	30	–	–	﹤0.01%	538
2021 Q4	$2.58K	Hold	30	–	–	﹤0.01%	507
2021 Q3	$1.84K	Hold	30	–	–	﹤0.01%	476
2021 Q2	$2.16K	Hold	30	–	–	﹤0.01%	473
2021 Q1	$2.04K	Hold	30	–	–	﹤0.01%	433
2020 Q4	$1.65K	Hold	30	–	–	﹤0.01%	440
2020 Q3	$1.61K	Hold	30	–	–	﹤0.01%	420
2020 Q2	$1.39K	Hold	30	–	–	﹤0.01%	470
2020 Q1	$1.07K	Hold	30	–	–	﹤0.01%	490
2019 Q4	$1.43K	Buy	+30	New	+$1.45K	﹤0.01%	505