Jump Financial’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 | $26.8M | Buy |
409,357
+382,129
| +1,403% | +$25.1M | 0.3% | 62 |
|
|
2025
Q1 | $1.78M | Sell |
27,228
-42,605
| -61% | -$2.78M | 0.02% | 612 |
|
|
2024
Q4 | $4.76M | Buy |
69,833
+67,261
| +2,615% | +$4.59M | 0.1% | 269 |
|
|
2024
Q3 | $231K | Buy |
+2,572
| New | +$231K | ﹤0.01% | 1413 |
|
|
2024
Q2 | – | Sell |
-8,495
| Closed | -$760K | – | 1780 |
|
|
2024
Q1 | $760K | Sell |
8,495
-19,578
| -70% | -$1.75M | 0.02% | 956 |
|
|
2023
Q4 | $2.31M | Sell |
28,073
-19,920
| -42% | -$1.64M | 0.07% | 329 |
|
|
2023
Q3 | $3.17M | Sell |
47,993
-57,312
| -54% | -$3.79M | 0.12% | 218 |
|
|
2023
Q2 | $7.66M | Buy |
+105,305
| New | +$7.66M | 0.28% | 50 |
|
|
2022
Q4 | – | Sell |
-10,452
| Closed | -$507K | – | 1548 |
|
|
2022
Q3 | $507K | Buy |
10,452
+4,318
| +70% | +$209K | 0.02% | 897 |
|
|
2022
Q2 | $335K | Buy |
+6,134
| New | +$335K | 0.01% | 1019 |
|
|
2021
Q4 | – | Sell |
-6,080
| Closed | -$372K | – | 1359 |
|
|
2021
Q3 | $372K | Buy |
+6,080
| New | +$372K | 0.03% | 575 |
|
|
2021
Q2 | – | Sell |
-3,493
| Closed | -$236K | – | 1063 |
|
|
2021
Q1 | $236K | Sell |
3,493
-968
| -22% | -$65.4K | 0.02% | 708 |
|
|
2020
Q4 | $244K | Buy |
+4,461
| New | +$244K | 0.04% | 685 |
|