HBK Sorce Advisory’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 | $518K | Sell |
7,893
-391
| -5% | -$25.6K | 0.01% | 330 |
|
|
2025
Q1 | $541K | Sell |
8,284
-188
| -2% | -$12.3K | 0.02% | 322 |
|
|
2024
Q4 | $578K | Sell |
8,472
-207
| -2% | -$14.1K | 0.02% | 305 |
|
|
2024
Q3 | $780K | Sell |
8,679
-78
| -0.9% | -$7.01K | 0.02% | 255 |
|
|
2024
Q2 | $716K | Sell |
8,757
-359
| -4% | -$29.4K | 0.03% | 260 |
|
|
2024
Q1 | $816K | Sell |
9,116
-65
| -0.7% | -$5.82K | 0.03% | 247 |
|
|
2023
Q4 | $757K | Sell |
9,181
-96
| -1% | -$7.91K | 0.03% | 246 |
|
|
2023
Q3 | $613K | Sell |
9,277
-66
| -0.7% | -$4.37K | 0.03% | 273 |
|
|
2023
Q2 | $680K | Sell |
9,343
-493
| -5% | -$35.9K | 0.03% | 263 |
|
|
2023
Q1 | $680K | Sell |
9,836
-10,938
| -53% | -$756K | 0.03% | 271 |
|
|
2022
Q4 | $1.19M | Buy |
20,774
+14,994
| +259% | +$858K | 0.03% | 257 |
|
|
2022
Q3 | $281K | Buy |
5,780
+816
| +16% | +$39.7K | 0.02% | 377 |
|
|
2022
Q2 | $271K | Sell |
4,964
-883
| -15% | -$48.2K | 0.02% | 358 |
|
|
2022
Q1 | $374K | Sell |
5,847
-20
| -0.3% | -$1.28K | 0.02% | 358 |
|
|
2021
Q4 | $504K | Buy |
5,867
+96
| +2% | +$8.25K | 0.03% | 325 |
|
|
2021
Q3 | $352K | Buy |
5,771
+288
| +5% | +$17.6K | 0.02% | 398 |
|
|
2021
Q2 | $395K | Sell |
5,483
-187
| -3% | -$13.5K | 0.02% | 375 |
|
|
2021
Q1 | $383K | Buy |
5,670
+477
| +9% | +$32.2K | 0.02% | 344 |
|
|
2020
Q4 | $285K | Buy |
5,193
+869
| +20% | +$47.7K | 0.02% | 392 |
|
|
2020
Q3 | $228K | Buy |
4,324
+19
| +0.4% | +$1K | 0.02% | 393 |
|
|
2020
Q2 | $203K | Buy |
+4,305
| New | +$203K | 0.02% | 405 |
|