Independent Advisor Alliance’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 | $554K | Sell |
8,443
-70
| -0.8% | -$4.59K | 0.02% | 556 |
|
|
2025
Q1 | $556K | Sell |
8,513
-840
| -9% | -$54.9K | 0.02% | 503 |
|
|
2024
Q4 | $638K | Buy |
9,353
+962
| +11% | +$65.6K | 0.01% | 872 |
|
|
2024
Q3 | $754K | Buy |
8,391
+446
| +6% | +$40.1K | 0.03% | 382 |
|
|
2024
Q2 | $650K | Sell |
7,945
-65
| -0.8% | -$5.32K | 0.02% | 402 |
|
|
2024
Q1 | $717K | Sell |
8,010
-542
| -6% | -$48.5K | 0.03% | 377 |
|
|
2023
Q4 | $705K | Sell |
8,552
-4,248
| -33% | -$350K | 0.03% | 367 |
|
|
2023
Q3 | $846K | Buy |
12,800
+110
| +0.9% | +$7.27K | 0.04% | 320 |
|
|
2023
Q2 | $924K | Sell |
12,690
-1,031
| -8% | -$75K | 0.04% | 316 |
|
|
2023
Q1 | $949K | Buy |
13,721
+851
| +7% | +$58.8K | 0.05% | 294 |
|
|
2022
Q4 | $737 | Buy |
12,870
+369
| +3% | +$21 | ﹤0.01% | 319 |
|
|
2022
Q3 | $607K | Buy |
12,501
+3,381
| +37% | +$164K | 0.04% | 328 |
|
|
2022
Q2 | $499K | Buy |
9,120
+1,013
| +12% | +$55.4K | 0.03% | 366 |
|
|
2022
Q1 | $518K | Buy |
8,107
+1,185
| +17% | +$75.7K | 0.02% | 384 |
|
|
2021
Q4 | $594K | Buy |
+6,922
| New | +$594K | 0.03% | 356 |
|
|
2020
Q2 | – | Sell |
-5,717
| Closed | -$216K | – | 483 |
|
|
2020
Q1 | $216K | Sell |
5,717
-5,288
| -48% | -$200K | 0.03% | 345 |
|
|
2019
Q4 | $524K | Sell |
11,005
-265
| -2% | -$12.6K | 0.02% | 518 |
|
|
2019
Q3 | $538K | Sell |
11,270
-802
| -7% | -$38.3K | 0.07% | 244 |
|
|
2019
Q2 | $569K | Sell |
12,072
-757
| -6% | -$35.7K | 0.08% | 208 |
|
|
2019
Q1 | $684K | Buy |
12,829
+2,026
| +19% | +$108K | 0.1% | 186 |
|
|
2018
Q4 | $461K | Buy |
+10,803
| New | +$461K | 0.08% | 207 |
|