IEQ Capital’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
Q1 | – | Sell |
-3,953
| Closed | -$270K | – | 1615 |
|
|
2024
Q4 | $270K | Sell |
3,953
-5,939
| -60% | -$405K | ﹤0.01% | 1073 |
|
|
2024
Q3 | $889K | Buy |
9,892
+978
| +11% | +$87.9K | 0.01% | 570 |
|
|
2024
Q2 | $729K | Buy |
8,914
+98
| +1% | +$8.02K | 0.01% | 549 |
|
|
2024
Q1 | $789K | Buy |
8,816
+193
| +2% | +$17.3K | 0.01% | 510 |
|
|
2023
Q4 | $711K | Sell |
8,623
-2,490
| -22% | -$205K | 0.01% | 494 |
|
|
2023
Q3 | $735K | Buy |
11,113
+2,527
| +29% | +$167K | 0.01% | 467 |
|
|
2023
Q2 | $625K | Sell |
8,586
-2,020
| -19% | -$147K | 0.01% | 497 |
|
|
2023
Q1 | $733K | Buy |
10,606
+1,991
| +23% | +$138K | 0.02% | 461 |
|
|
2022
Q4 | $493K | Sell |
8,615
-3,949
| -31% | -$226K | 0.01% | 516 |
|
|
2022
Q3 | $610K | Buy |
+12,564
| New | +$610K | 0.02% | 489 |
|