Golden State Equity 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 Q1	–	Sell	-6,382	Closed	-$435K	–	431
2024 Q4	$435K	Sell	6,382 -1,578	-20%	-$108K	0.08%	259
2024 Q3	$717K	Sell	7,960 -374	-4%	-$33.7K	0.38%	47
2024 Q2	$682K	Buy	+8,334	New	+$682K	0.14%	162
2023 Q4	$209K	Buy	+2,532	New	+$209K	0.05%	337