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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Buy |
190,222
+6,263
| +3% | +$451K | 0.03% | 502 |
|
|
2025
Q4 | $12.3M | Buy |
183,959
+6,952
| +4% | +$470K | 0.03% | 531 |
|
|
2025
Q3 | $13M | Sell |
177,007
-9,641
| -5% | -$688K | 0.03% | 501 |
|
|
2025
Q2 | $12.2M | Sell |
186,648
-19,198
| -9% | -$1.26M | 0.03% | 481 |
|
|
2025
Q1 | $13.5M | Buy |
205,846
+49,862
| +32% | +$3.37M | 0.04% | 435 |
|
|
2024
Q4 | $10.6M | Sell |
155,984
-8,947
| -5% | -$678K | 0.03% | 510 |
|
|
2024
Q3 | $14.8M | Sell |
164,931
-1,588
| -1% | -$131K | 0.04% | 421 |
|
|
2024
Q2 | $13.6M | Sell |
166,519
-13,591
| -8% | -$1.15M | 0.04% | 417 |
|
|
2024
Q1 | $16.1M | Sell |
180,110
-12,276
| -6% | -$1.01M | 0.05% | 385 |
|
|
2023
Q4 | $15.9M | Buy |
192,386
+5,463
| +3% | +$403K | 0.05% | 361 |
|
|
2023
Q3 | $12.4M | Buy |
186,923
+2,396
| +1% | +$170K | 0.05% | 368 |
|
|
2023
Q2 | $13.4M | Buy |
184,527
+2,566
| +1% | +$176K | 0.05% | 378 |
|
|
2023
Q1 | $12.6M | Sell |
181,961
-6,455
| -3% | -$420K | 0.05% | 348 |
|
|
2022
Q4 | $10.8M | Buy |
188,416
+29,596
| +19% | +$1.65M | 0.04% | 406 |
|
|
2022
Q3 | $7.72M | Buy |
158,820
+17,510
| +12% | +$1.01M | 0.03% | 466 |
|
|
2022
Q2 | $7.74M | Sell |
141,310
-83,331
| -37% | -$5M | 0.03% | 447 |
|
|
2022
Q1 | $14.4M | Buy |
224,641
+107,747
| +92% | +$7.84M | 0.06% | 288 |
|
|
2021
Q4 | $10M | Buy |
116,894
+2,801
| +2% | +$214K | 0.04% | 400 |
|
|
2021
Q3 | $6.97M | Sell |
114,093
-9,451
| -8% | -$660K | 0.03% | 494 |
|
|
2021
Q2 | $8.9M | Buy |
123,544
+15,352
| +14% | +$1.06M | 0.04% | 401 |
|
|
2021
Q1 | $7.32M | Sell |
108,192
-2,815
| -3% | -$171K | 0.04% | 418 |
|
|
2020
Q4 | $6.08M | Buy |
111,007
+9,039
| +9% | +$498K | 0.03% | 480 |
|
|
2020
Q3 | $5.38M | Buy |
101,968
+4,578
| +5% | +$229K | 0.03% | 464 |
|
|
2020
Q2 | $4.59M | Buy |
97,390
+12,828
| +15% | +$560K | 0.03% | 482 |
|
|
2020
Q1 | $3.2M | Buy |
84,562
+4,913
| +6% | +$209K | 0.03% | 528 |
|
|
2019
Q4 | $3.79M | Sell |
79,649
-3,819
| -5% | -$185K | 0.02% | 558 |
|
|
2019
Q3 | $3.98M | Buy |
83,468
+1,828
| +2% | +$84.5K | 0.03% | 509 |
|
|
2019
Q2 | $3.85M | Buy |
81,640
+16,434
| +25% | +$806K | 0.03% | 499 |
|
|
2019
Q1 | $3.48M | Buy |
65,206
+53,333
| +449% | +$2.65M | 0.03% | 511 |
|
|
2018
Q4 | $507K | Buy |
11,873
+702
| +6% | +$32.3K | ﹤0.01% | 1284 |
|
|
2018
Q3 | $596K | Buy |
11,171
+1,293
| +13% | +$75.9K | 0.01% | 1352 |
|
|
2018
Q2 | $584K | Buy |
9,878
+4,412
| +81% | +$278K | 0.01% | 1305 |
|
|
2018
Q1 | $348K | Buy |
5,466
+1,662
| +44% | +$107K | ﹤0.01% | 1529 |
|
|
2017
Q4 | $233K | Buy |
+3,804
| New | +$231K | ﹤0.01% | 1717 |
|
|
2017
Q2 | – | Sell |
-5,147
| Closed | -$263K | – | 1736 |
|
|
2017
Q1 | $263K | Sell |
5,147
-2,507
| -33% | -$124K | ﹤0.01% | 1475 |
|
|
2016
Q4 | $362K | Sell |
7,654
-109,952
| -93% | -$5.3M | 0.01% | 1224 |
|
|
2016
Q3 | $5.81M | Sell |
117,606
-104,550
| -47% | -$4.88M | 0.1% | 213 |
|
|
2016
Q2 | $9.79M | Buy |
222,156
+119,100
| +116% | +$4.81M | 0.2% | 114 |
|
|
2016
Q1 | $3.93M | Buy |
103,056
+94,360
| +1,085% | +$3.3M | 0.1% | 203 |
|
|
2015
Q4 | $333K | Buy |
+8,696
| New | +$328K | 0.01% | 1004 |
|
|
2014
Q1 | – | Sell |
-44,542
| Closed | -$1.2M | – | 2037 |
|
|
2013
Q4 | $1.2M | Sell |
44,542
-21,658
| -33% | -$555K | 0.03% | 636 |
|
|
2013
Q3 | $1.5M | Sell |
66,200
-798
| -1% | -$16.7K | 0.04% | 489 |
|
|
2013
Q2 | $1.22M | Buy |
+66,998
| New | +$1.25M | 0.13% | 194 |
|
Other funds holding AOS
VCM
VPM
