Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
31,151
+5,533
| +22% | +$363K | 0.03% | 491 |
|
|
2025
Q1 | $1.67M | Buy |
25,618
+9,347
| +57% | +$611K | 0.03% | 509 |
|
|
2024
Q4 | $1.11M | Buy |
+16,271
| New | +$1.11M | 0.02% | 612 |
|
|
2024
Q3 | – | Sell |
-5,095
| Closed | -$417K | – | 1369 |
|
|
2024
Q2 | $417K | Sell |
5,095
-1,586
| -24% | -$130K | 0.01% | 902 |
|
|
2024
Q1 | $598K | Buy |
6,681
+3,271
| +96% | +$293K | 0.01% | 730 |
|
|
2023
Q4 | $281K | Buy |
+3,410
| New | +$281K | 0.01% | 978 |
|