Jones Financial Companies’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 | $357K | Buy |
5,445
+206
| +4% | +$13.5K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $344K | Sell |
5,239
-225
| -4% | -$14.8K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $373K | Buy |
5,464
+3,565
| +188% | +$243K | ﹤0.01% | 1103 |
|
|
2024
Q3 | $172K | Buy |
1,899
+999
| +111% | +$90.4K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $73.6K | Buy |
900
+844
| +1,507% | +$69.1K | ﹤0.01% | 1136 |
|
|
2024
Q1 | $5.01K | Sell |
56
-95
| -63% | -$8.5K | ﹤0.01% | 1170 |
|
|
2023
Q4 | $12.4K | Buy |
151
+131
| +655% | +$10.8K | ﹤0.01% | 652 |
|
|
2023
Q3 | $1.32K | Buy |
+20
| New | +$1.32K | ﹤0.01% | 604 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$1K | – | 576 |
|
|
2022
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 630 |
|
|
2022
Q2 | – | Sell |
-107
| Closed | -$7K | – | 716 |
|
|
2022
Q1 | $7K | Hold |
107
| – | – | ﹤0.01% | 537 |
|
|
2021
Q4 | $9K | Hold |
107
| – | – | ﹤0.01% | 555 |
|
|
2021
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 531 |
|
|
2021
Q2 | $8K | Buy |
+107
| New | +$8K | ﹤0.01% | 496 |
|
|
2021
Q1 | – | Sell |
-63
| Closed | -$3K | – | 780 |
|
|
2020
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 544 |
|
|
2013
Q4 | – | Sell |
-1,380
| Closed | -$31K | – | 238 |
|
|
2013
Q3 | $31K | Hold |
1,380
| – | – | ﹤0.01% | 365 |
|
|
2013
Q2 | $25K | Buy |
+1,380
| New | +$25K | ﹤0.01% | 422 |
|