GYL Financial Synergies’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$279K Sell
3,108
-298
-9% -$26.8K 0.02% 305
2024
Q2
$279K Sell
3,406
-70
-2% -$5.73K 0.02% 304
2024
Q1
$311K Buy
3,476
+180
+5% +$16.1K 0.02% 295
2023
Q4
$272K Buy
3,296
+192
+6% +$15.8K 0.02% 300
2023
Q3
$205K Sell
3,104
-16
-0.5% -$1.06K 0.02% 322
2023
Q2
$227K Buy
+3,120
New +$227K 0.02% 314