HL Financial Services’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,152
| Closed | -$201K | – | 675 |
|
|
2018
Q1 | $201K | Sell |
3,152
-953
| -23% | -$60.8K | ﹤0.01% | 671 |
|
|
2017
Q4 | $252K | Sell |
4,105
-3,048
| -43% | -$187K | ﹤0.01% | 543 |
|
|
2017
Q3 | $425K | Sell |
7,153
-4,005
| -36% | -$238K | 0.01% | 518 |
|
|
2017
Q2 | $629K | Sell |
11,158
-695
| -6% | -$39.2K | 0.01% | 426 |
|
|
2017
Q1 | $607K | Sell |
11,853
-67,609
| -85% | -$3.46M | 0.01% | 416 |
|
|
2016
Q4 | $3.76M | Sell |
79,462
-1,896
| -2% | -$89.8K | 0.08% | 143 |
|
|
2016
Q3 | $4.02M | Sell |
81,358
-12,374
| -13% | -$611K | 0.09% | 138 |
|
|
2016
Q2 | $4.13M | Buy |
93,732
+2,134
| +2% | +$94K | 0.1% | 126 |
|
|
2016
Q1 | $3.5M | Sell |
91,598
-1,320
| -1% | -$50.4K | 0.08% | 138 |
|
|
2015
Q4 | $3.56M | Sell |
92,918
-4,404
| -5% | -$169K | 0.09% | 140 |
|
|
2015
Q3 | $3.17M | Buy |
97,322
+4,838
| +5% | +$158K | 0.09% | 143 |
|
|
2015
Q2 | $3.33M | Buy |
92,484
+514
| +0.6% | +$18.5K | 0.09% | 146 |
|
|
2015
Q1 | $3.02M | Buy |
+91,970
| New | +$3.02M | 0.08% | 164 |
|