Lake Street Advisors Group’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
Q4
Sell
-2,396
Closed -$215K 650
2024
Q3
$215K Buy
+2,396
New +$215K 0.01% 541
2024
Q2
Sell
-2,246
Closed -$201K 627
2024
Q1
$201K Buy
+2,246
New +$201K 0.01% 561