Kestra Advisory Services’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,011
| Closed | -$413K | – | 2455 |
|
|
2023
Q4 | $413K | Sell |
5,011
-1,086
| -18% | -$89.5K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $403K | Buy |
+6,097
| New | +$403K | ﹤0.01% | 1485 |
|
|
2023
Q1 | – | Sell |
-4,195
| Closed | -$240K | – | 2059 |
|
|
2022
Q4 | $240K | Sell |
4,195
-8,242
| -66% | -$472K | ﹤0.01% | 1898 |
|
|
2022
Q3 | $604K | Buy |
12,437
+8,746
| +237% | +$425K | 0.01% | 1214 |
|
|
2022
Q2 | $202K | Buy |
+3,691
| New | +$202K | ﹤0.01% | 1889 |
|