Janney Montgomery Scott’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
Q3 | $13M | Sell |
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|
2025
Q2 | $12.2M | Sell |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $14.8M | Sell |
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|
2024
Q2 | $13.6M | Sell |
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|
2024
Q1 | $16.1M | Sell |
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|
2023
Q4 | $15.9M | Buy |
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|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $13.4M | Buy |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $7.72M | Buy |
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|
2022
Q2 | $7.74M | Sell |
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|
2022
Q1 | $14.4M | Buy |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $6.97M | Sell |
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|
2021
Q2 | $8.9M | Buy |
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|
2021
Q1 | $7.32M | Sell |
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|
2020
Q4 | $6.08M | Buy |
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|
2020
Q3 | $5.38M | Buy |
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|
2020
Q2 | $4.59M | Buy |
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|
2020
Q1 | $3.2M | Buy |
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|
2019
Q4 | $3.79M | Sell |
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|
2019
Q3 | $3.98M | Buy |
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|
2019
Q2 | $3.85M | Buy |
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|
2019
Q1 | $3.48M | Buy |
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|
2018
Q4 | $507K | Buy |
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|
2018
Q3 | $596K | Buy |
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|
2018
Q2 | $584K | Buy |
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|
2018
Q1 | $348K | Buy |
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|
2017
Q4 | $233K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $362K | Sell |
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|
2016
Q3 | $5.81M | Sell |
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|
2016
Q2 | $9.79M | Buy |
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|
2016
Q1 | $3.93M | Buy |
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|
2015
Q4 | $333K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.2M | Sell |
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|
2013
Q3 | $1.5M | Sell |
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|
2013
Q2 | $1.22M | Buy |
|