Jones Financial Companies’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 | $474K | Buy |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $172K | Buy |
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|
2024
Q2 | $73.6K | Buy |
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|
2024
Q1 | $5.01K | Sell |
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|
2023
Q4 | $12.4K | Buy |
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|
2023
Q3 | $1.32K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $31K | Hold |
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|
2013
Q2 | $25K | Buy |
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