IFG 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 | $1.66M | Buy |
25,380
+829
| +3% | +$54.4K | 0.08% | 252 |
|
|
2025
Q1 | $1.6M | Buy |
24,551
+1,023
| +4% | +$66.9K | 0.09% | 238 |
|
|
2024
Q4 | $1.6M | Sell |
23,528
-3,052
| -11% | -$208K | 0.09% | 235 |
|
|
2024
Q3 | $2.39M | Sell |
26,580
-442
| -2% | -$39.7K | 0.15% | 178 |
|
|
2024
Q2 | $2.21M | Sell |
27,022
-120
| -0.4% | -$9.81K | 0.14% | 175 |
|
|
2024
Q1 | $2.43M | Sell |
27,142
-29
| -0.1% | -$2.59K | 0.18% | 159 |
|
|
2023
Q4 | $2.24M | Buy |
+27,171
| New | +$2.24M | 0.16% | 162 |
|