Kestra Private Wealth Services’s A.O. Smith AOS Stock Holding History

Kestra Private Wealth Services’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Buy
2025 Q1	$1.67M	Buy
2024 Q4	$1.11M	Buy
2024 Q3	–	Sell
2024 Q2	$417K	Sell
2024 Q1	$598K	Buy
2023 Q4	$281K	Buy