Global Retirement Partners’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 | $123K | Buy |
+1,870
| New | +$123K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $87.1K | Sell |
1,277
-230
| -15% | -$15.7K | ﹤0.01% | 1346 |
|
|
2024
Q3 | $135K | Sell |
1,507
-2
| -0.1% | -$180 | ﹤0.01% | 1082 |
|
|
2024
Q2 | $123K | Buy |
1,509
+2
| +0.1% | +$164 | ﹤0.01% | 1090 |
|
|
2024
Q1 | $135K | Buy |
1,507
+1
| +0.1% | +$89 | 0.01% | 951 |
|
|
2023
Q4 | $122K | Buy |
1,506
+518
| +52% | +$42K | 0.01% | 950 |
|
|
2023
Q3 | $65.4K | Buy |
988
+81
| +9% | +$5.37K | ﹤0.01% | 1129 |
|
|
2023
Q2 | $66K | Buy |
907
+1
| +0.1% | +$73 | ﹤0.01% | 1140 |
|
|
2023
Q1 | $62.9K | Buy |
906
+702
| +344% | +$48.8K | ﹤0.01% | 1132 |
|
|
2022
Q4 | $11.7K | Hold |
204
| – | – | ﹤0.01% | 1719 |
|
|
2022
Q3 | $11K | Sell |
204
-50
| -20% | -$2.7K | ﹤0.01% | 1634 |
|
|
2022
Q2 | $14K | Buy |
254
+46
| +22% | +$2.54K | ﹤0.01% | 1475 |
|
|
2022
Q1 | $12K | Buy |
+208
| New | +$12K | ﹤0.01% | 1537 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$6K | – | 325 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1543 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 1464 |
|
|
2021
Q1 | $7K | Sell |
100
-50
| -33% | -$3.5K | ﹤0.01% | 1366 |
|
|
2020
Q4 | $8K | Sell |
150
-36
| -19% | -$1.92K | ﹤0.01% | 1304 |
|
|
2020
Q3 | $10K | Hold |
186
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q2 | $9K | Hold |
186
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q1 | $7K | Buy |
186
+34
| +22% | +$1.28K | ﹤0.01% | 1123 |
|
|
2019
Q4 | $7K | Sell |
152
-99
| -39% | -$4.56K | ﹤0.01% | 1223 |
|
|
2019
Q3 | $12K | Sell |
251
-7
| -3% | -$335 | ﹤0.01% | 1068 |
|
|
2019
Q2 | $12K | Buy |
258
+33
| +15% | +$1.54K | ﹤0.01% | 1056 |
|
|
2019
Q1 | $12K | Buy |
225
+87
| +63% | +$4.64K | ﹤0.01% | 997 |
|
|
2018
Q4 | $6K | Buy |
138
+100
| +263% | +$4.35K | ﹤0.01% | 1088 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1376 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 1316 |
|
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 1278 |
|
|
2017
Q3 | $2K | Sell |
38
-40
| -51% | -$2.11K | ﹤0.01% | 1116 |
|
|
2017
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 963 |
|
|
2017
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 936 |
|
|
2016
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 871 |
|