IFP Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $534K | Sell |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $220K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $171K | Sell |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $199K | Buy |
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|
2020
Q4 | $144K | Buy |
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|
2020
Q3 | $123K | Sell |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $74K | Sell |
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|
2019
Q4 | $97K | Sell |
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|
2019
Q3 | $99K | Buy |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $59K | Sell |
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|
2018
Q3 | $679K | Sell |
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|
2018
Q2 | $767K | Buy |
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|
2018
Q1 | $655K | Hold |
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|
2017
Q4 | $655K | Buy |
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|
2017
Q3 | $620K | Buy |
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|
2017
Q2 | $533K | Buy |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $342K | Buy |
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|
2016
Q3 | $172K | Buy |
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|
2016
Q2 | $109K | Buy |
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|
2016
Q1 | $8K | Sell |
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|
2015
Q4 | $48K | Buy |
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