HighTower Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
11,892
-1,335
| -10% | -$87.5K | ﹤0.01% | 2181 |
|
|
2025
Q1 | $865K | Buy |
13,227
+1,006
| +8% | +$65.8K | ﹤0.01% | 2043 |
|
|
2024
Q4 | $834K | Sell |
12,221
-618
| -5% | -$42.2K | ﹤0.01% | 2086 |
|
|
2024
Q3 | $1.15M | Sell |
12,839
-12,774
| -50% | -$1.15M | ﹤0.01% | 1845 |
|
|
2024
Q2 | $2.09M | Sell |
25,613
-11,229
| -30% | -$915K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $3.29M | Sell |
36,842
-6,945
| -16% | -$620K | 0.01% | 1160 |
|
|
2023
Q4 | $3.61M | Sell |
43,787
-5,458
| -11% | -$449K | 0.01% | 1127 |
|
|
2023
Q3 | $3.25M | Sell |
49,245
-13,560
| -22% | -$896K | 0.01% | 1122 |
|
|
2023
Q2 | $4.57M | Buy |
62,805
+43,706
| +229% | +$3.18M | 0.01% | 944 |
|
|
2023
Q1 | $1.33M | Sell |
19,099
-707
| -4% | -$49.2K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $1.13M | Sell |
19,806
-66,793
| -77% | -$3.8M | ﹤0.01% | 1602 |
|
|
2022
Q3 | $4.21M | Buy |
86,599
+68,794
| +386% | +$3.34M | 0.01% | 871 |
|
|
2022
Q2 | $976K | Buy |
17,805
+595
| +3% | +$32.6K | ﹤0.01% | 1643 |
|
|
2022
Q1 | $1.09M | Buy |
17,210
+208
| +1% | +$13.2K | ﹤0.01% | 1701 |
|
|
2021
Q4 | $1.46M | Buy |
17,002
+255
| +2% | +$21.9K | ﹤0.01% | 1549 |
|
|
2021
Q3 | $1.03M | Sell |
16,747
-6,377
| -28% | -$391K | ﹤0.01% | 1635 |
|
|
2021
Q2 | $1.67M | Sell |
23,124
-13,421
| -37% | -$967K | ﹤0.01% | 1331 |
|
|
2021
Q1 | $2.47M | Buy |
36,545
+10,835
| +42% | +$732K | 0.01% | 1023 |
|
|
2020
Q4 | $1.42M | Buy |
25,710
+8,752
| +52% | +$482K | 0.01% | 1073 |
|
|
2020
Q3 | $886K | Buy |
16,958
+4,168
| +33% | +$218K | ﹤0.01% | 1267 |
|
|
2020
Q2 | $602K | Sell |
12,790
-976
| -7% | -$45.9K | ﹤0.01% | 1362 |
|
|
2020
Q1 | $526K | Sell |
13,766
-77,535
| -85% | -$2.96M | ﹤0.01% | 1302 |
|
|
2019
Q4 | $4.33M | Buy |
91,301
+1,798
| +2% | +$85.3K | 0.03% | 595 |
|
|
2019
Q3 | $4.25M | Sell |
89,503
-3,271
| -4% | -$155K | 0.02% | 618 |
|
|
2019
Q2 | $4.36M | Sell |
92,774
-73,765
| -44% | -$3.47M | 0.03% | 598 |
|
|
2019
Q1 | $8.85M | Buy |
166,539
+11,945
| +8% | +$635K | 0.06% | 330 |
|
|
2018
Q4 | $6.56M | Buy |
154,594
+10,793
| +8% | +$458K | 0.05% | 375 |
|
|
2018
Q3 | $7.63M | Buy |
143,801
+7,126
| +5% | +$378K | 0.06% | 369 |
|
|
2018
Q2 | $8.11M | Buy |
136,675
+13,094
| +11% | +$777K | 0.06% | 338 |
|
|
2018
Q1 | $7.86M | Buy |
123,581
+11,661
| +10% | +$741K | 0.07% | 320 |
|
|
2017
Q4 | $6.84M | Buy |
111,920
+7,199
| +7% | +$440K | 0.06% | 373 |
|
|
2017
Q3 | $6.24M | Buy |
104,721
+5,103
| +5% | +$304K | 0.05% | 396 |
|
|
2017
Q2 | $5.66M | Buy |
99,618
+50,576
| +103% | +$2.87M | 0.05% | 424 |
|
|
2017
Q1 | $2.48M | Buy |
49,042
+2,042
| +4% | +$103K | 0.02% | 686 |
|
|
2016
Q4 | $2.27M | Buy |
47,000
+23,300
| +98% | +$1.12M | 0.02% | 660 |
|
|
2016
Q3 | $2.37M | Sell |
23,700
-494
| -2% | -$49.3K | 0.03% | 606 |
|
|
2016
Q2 | $2.12M | Buy |
24,194
+417
| +2% | +$36.6K | 0.03% | 607 |
|
|
2016
Q1 | $1.83M | Buy |
+23,777
| New | +$1.83M | 0.01% | 708 |
|