IFP Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
2,285
-3,230
| -59% | -$304K | 0.01% | 1242 |
|
|
2025
Q1 | $362K | Sell |
5,515
-312
| -5% | -$20.5K | 0.01% | 900 |
|
|
2024
Q4 | $399K | Sell |
5,827
-117
| -2% | -$8.01K | 0.01% | 822 |
|
|
2024
Q3 | $534K | Sell |
5,944
-25
| -0.4% | -$2.25K | 0.02% | 678 |
|
|
2024
Q2 | $488K | Buy |
5,969
+2,766
| +86% | +$226K | 0.02% | 665 |
|
|
2024
Q1 | $287K | Sell |
3,203
-186
| -5% | -$16.6K | 0.01% | 826 |
|
|
2023
Q4 | $279K | Buy |
3,389
+69
| +2% | +$5.69K | 0.01% | 801 |
|
|
2023
Q3 | $220K | Buy |
3,320
+5
| +0.2% | +$331 | 0.01% | 927 |
|
|
2023
Q2 | $241K | Sell |
3,315
-16
| -0.5% | -$1.17K | 0.01% | 930 |
|
|
2023
Q1 | $212K | Sell |
3,331
-778
| -19% | -$49.4K | 0.01% | 929 |
|
|
2022
Q4 | $264K | Buy |
4,109
+235
| +6% | +$15.1K | 0.01% | 1197 |
|
|
2022
Q3 | $248K | Buy |
3,874
+686
| +22% | +$43.9K | 0.01% | 1288 |
|
|
2022
Q2 | $205K | Hold |
3,188
| – | – | 0.01% | 1272 |
|
|
2022
Q1 | $205K | Buy |
3,188
+442
| +16% | +$28.4K | 0.01% | 1272 |
|
|
2021
Q4 | $236K | Sell |
2,746
-18
| -0.7% | -$1.55K | ﹤0.01% | 863 |
|
|
2021
Q3 | $171K | Sell |
2,764
-53
| -2% | -$3.28K | ﹤0.01% | 1003 |
|
|
2021
Q2 | $201K | Sell |
2,817
-149
| -5% | -$10.6K | ﹤0.01% | 901 |
|
|
2021
Q1 | $199K | Buy |
2,966
+397
| +15% | +$26.6K | ﹤0.01% | 841 |
|
|
2020
Q4 | $144K | Buy |
2,569
+208
| +9% | +$11.7K | 0.01% | 952 |
|
|
2020
Q3 | $123K | Sell |
2,361
-116
| -5% | -$6.04K | 0.01% | 896 |
|
|
2020
Q2 | $114K | Buy |
2,477
+548
| +28% | +$25.2K | 0.01% | 872 |
|
|
2020
Q1 | $74K | Sell |
1,929
-107
| -5% | -$4.11K | 0.01% | 958 |
|
|
2019
Q4 | $97K | Sell |
2,036
-50
| -2% | -$2.38K | 0.01% | 960 |
|
|
2019
Q3 | $99K | Buy |
+2,086
| New | +$99K | 0.01% | 1062 |
|
|
2019
Q1 | $8K | Sell |
129
-1,244
| -91% | -$77.1K | ﹤0.01% | 1695 |
|
|
2018
Q4 | $59K | Sell |
1,373
-11,353
| -89% | -$488K | ﹤0.01% | 1494 |
|
|
2018
Q3 | $679K | Sell |
12,726
-248
| -2% | -$13.2K | 0.03% | 559 |
|
|
2018
Q2 | $767K | Buy |
12,974
+2,288
| +21% | +$135K | 0.03% | 503 |
|
|
2018
Q1 | $655K | Hold |
10,686
| – | – | 0.03% | 524 |
|
|
2017
Q4 | $655K | Buy |
10,686
+255
| +2% | +$15.6K | 0.03% | 523 |
|
|
2017
Q3 | $620K | Buy |
10,431
+972
| +10% | +$57.8K | 0.02% | 603 |
|
|
2017
Q2 | $533K | Buy |
9,459
+354
| +4% | +$19.9K | 0.02% | 657 |
|
|
2017
Q1 | $466K | Buy |
9,105
+1,891
| +26% | +$96.8K | 0.02% | 712 |
|
|
2016
Q4 | $342K | Buy |
7,214
+3,722
| +107% | +$176K | 0.02% | 795 |
|
|
2016
Q3 | $172K | Buy |
3,492
+1,014
| +41% | +$49.9K | 0.01% | 1069 |
|
|
2016
Q2 | $109K | Buy |
2,478
+2,220
| +860% | +$97.7K | 0.01% | 1273 |
|
|
2016
Q1 | $8K | Sell |
258
-986
| -79% | -$30.6K | ﹤0.01% | 1695 |
|
|
2015
Q4 | $48K | Buy |
+1,244
| New | +$48K | ﹤0.01% | 1635 |
|