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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.7K | Sell |
1,194
-753
| -39% | -$54.3K | ﹤0.01% | 1989 |
|
|
2025
Q4 | $130K | Buy |
1,947
+1,013
| +108% | +$68.5K | ﹤0.01% | 1621 |
|
|
2025
Q3 | $68.6K | Sell |
934
-1,351
| -59% | -$96.4K | ﹤0.01% | 1911 |
|
|
2025
Q2 | $215K | Sell |
2,285
-3,230
| -59% | -$211K | 0.01% | 1242 |
|
|
2025
Q1 | $362K | Sell |
5,515
-312
| -5% | -$21.1K | 0.01% | 900 |
|
|
2024
Q4 | $399K | Sell |
5,827
-117
| -2% | -$8.86K | 0.01% | 822 |
|
|
2024
Q3 | $534K | Sell |
5,944
-25
| -0.4% | -$2.07K | 0.02% | 678 |
|
|
2024
Q2 | $488K | Buy |
5,969
+2,766
| +86% | +$234K | 0.02% | 665 |
|
|
2024
Q1 | $287K | Sell |
3,203
-186
| -5% | -$15.3K | 0.01% | 826 |
|
|
2023
Q4 | $279K | Buy |
3,389
+69
| +2% | +$5.09K | 0.01% | 801 |
|
|
2023
Q3 | $220K | Buy |
3,320
+5
| +0.2% | +$355 | 0.01% | 927 |
|
|
2023
Q2 | $241K | Sell |
3,315
-16
| -0.5% | -$1.09K | 0.01% | 930 |
|
|
2023
Q1 | $212K | Sell |
3,331
-778
| -19% | -$50.6K | 0.01% | 929 |
|
|
2022
Q4 | $264K | Buy |
4,109
+235
| +6% | +$13.1K | 0.01% | 1197 |
|
|
2022
Q3 | $248K | Buy |
3,874
+686
| +22% | +$39.4K | 0.01% | 1287 |
|
|
2022
Q2 | $205K | Hold |
3,188
| – | – | 0.01% | 1271 |
|
|
2022
Q1 | $205K | Buy |
3,188
+442
| +16% | +$32.2K | 0.01% | 1271 |
|
|
2021
Q4 | $236K | Sell |
2,746
-18
| -0.7% | -$1.37K | ﹤0.01% | 876 |
|
|
2021
Q3 | $171K | Sell |
2,764
-53
| -2% | -$3.7K | ﹤0.01% | 1037 |
|
|
2021
Q2 | $201K | Sell |
2,817
-149
| -5% | -$10.3K | ﹤0.01% | 901 |
|
|
2021
Q1 | $199K | Buy |
2,966
+397
| +15% | +$24.1K | ﹤0.01% | 841 |
|
|
2020
Q4 | $144K | Buy |
2,569
+208
| +9% | +$11.5K | 0.01% | 952 |
|
|
2020
Q3 | $123K | Sell |
2,361
-116
| -5% | -$5.79K | 0.01% | 897 |
|
|
2020
Q2 | $114K | Buy |
2,477
+548
| +28% | +$23.9K | 0.01% | 872 |
|
|
2020
Q1 | $74K | Sell |
1,929
-107
| -5% | -$4.56K | 0.01% | 960 |
|
|
2019
Q4 | $97K | Sell |
2,036
-50
| -2% | -$2.42K | 0.01% | 960 |
|
|
2019
Q3 | $99K | Buy |
+2,086
| New | +$96.4K | 0.01% | 1062 |
|
|
2019
Q1 | $8K | Sell |
129
-1,244
| -91% | -$61.8K | ﹤0.01% | 1695 |
|
|
2018
Q4 | $59K | Sell |
1,373
-11,353
| -89% | -$522K | ﹤0.01% | 1505 |
|
|
2018
Q3 | $679K | Sell |
12,726
-248
| -2% | -$14.6K | 0.03% | 560 |
|
|
2018
Q2 | $767K | Buy |
12,974
+2,288
| +21% | +$144K | 0.03% | 504 |
|
|
2018
Q1 | $655K | Hold |
10,686
| – | – | 0.03% | 524 |
|
|
2017
Q4 | $655K | Buy |
10,686
+255
| +2% | +$15.5K | 0.03% | 524 |
|
|
2017
Q3 | $620K | Buy |
10,431
+972
| +10% | +$54.5K | 0.02% | 604 |
|
|
2017
Q2 | $533K | Buy |
9,459
+354
| +4% | +$19.1K | 0.02% | 658 |
|
|
2017
Q1 | $466K | Buy |
9,105
+1,891
| +26% | +$93.8K | 0.02% | 713 |
|
|
2016
Q4 | $342K | Buy |
7,214
+3,722
| +107% | +$180K | 0.02% | 796 |
|
|
2016
Q3 | $172K | Buy |
3,492
+1,014
| +41% | +$47.4K | 0.01% | 1072 |
|
|
2016
Q2 | $109K | Buy |
2,478
+2,220
| +860% | +$89.6K | 0.01% | 1276 |
|
|
2016
Q1 | $8K | Sell |
258
-986
| -79% | -$34.5K | ﹤0.01% | 1695 |
|
|
2015
Q4 | $48K | Buy |
+1,244
| New | +$46.9K | ﹤0.01% | 1643 |
|
Other funds holding AOS
VCM
VPM
