Greenleaf Trust’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 | $375K | Sell |
5,723
-203
| -3% | -$13.3K | ﹤0.01% | 567 |
|
|
2025
Q1 | $387K | Buy |
5,926
+53
| +0.9% | +$3.46K | ﹤0.01% | 567 |
|
|
2024
Q4 | $401K | Buy |
5,873
+188
| +3% | +$12.8K | ﹤0.01% | 565 |
|
|
2024
Q3 | $511K | Sell |
5,685
-108
| -2% | -$9.7K | ﹤0.01% | 505 |
|
|
2024
Q2 | $474K | Buy |
5,793
+6
| +0.1% | +$491 | ﹤0.01% | 492 |
|
|
2024
Q1 | $518K | Sell |
5,787
-12
| -0.2% | -$1.07K | ﹤0.01% | 467 |
|
|
2023
Q4 | $478K | Buy |
5,799
+252
| +5% | +$20.8K | 0.01% | 474 |
|
|
2023
Q3 | $367K | Buy |
5,547
+19
| +0.3% | +$1.26K | ﹤0.01% | 526 |
|
|
2023
Q2 | $402K | Buy |
5,528
+24
| +0.4% | +$1.75K | ﹤0.01% | 507 |
|
|
2023
Q1 | $381K | Buy |
5,504
+75
| +1% | +$5.19K | ﹤0.01% | 531 |
|
|
2022
Q4 | $311K | Buy |
5,429
+282
| +5% | +$16.2K | ﹤0.01% | 571 |
|
|
2022
Q3 | $250K | Buy |
+5,147
| New | +$250K | ﹤0.01% | 602 |
|
|
2018
Q2 | – | Sell |
-686
| Closed | -$44K | – | 517 |
|
|
2018
Q1 | $44K | Buy |
686
+489
| +248% | +$31.4K | ﹤0.01% | 482 |
|
|
2017
Q4 | $12K | Sell |
197
-91
| -32% | -$5.54K | ﹤0.01% | 643 |
|
|
2017
Q3 | $17K | Buy |
+288
| New | +$17K | ﹤0.01% | 602 |
|