Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
290
+114
| +65% | +$7.47K | ﹤0.01% | 1507 |
|
|
2025
Q1 | $11.5K | Buy |
176
+14
| +9% | +$915 | ﹤0.01% | 1571 |
|
|
2024
Q4 | $11.1K | Sell |
162
-10
| -6% | -$683 | ﹤0.01% | 1442 |
|
|
2024
Q3 | $15.5K | Sell |
172
-1,011
| -85% | -$91K | ﹤0.01% | 1297 |
|
|
2024
Q2 | $96.8K | Sell |
1,183
-3,237
| -73% | -$265K | 0.01% | 656 |
|
|
2024
Q1 | $395K | Buy |
4,420
+1,713
| +63% | +$153K | 0.03% | 270 |
|
|
2023
Q4 | $223K | Buy |
2,707
+677
| +33% | +$55.8K | 0.02% | 332 |
|
|
2023
Q3 | $134K | Buy |
2,030
+434
| +27% | +$28.7K | 0.01% | 398 |
|
|
2023
Q2 | $116K | Buy |
1,596
+226
| +16% | +$16.5K | 0.01% | 404 |
|
|
2023
Q1 | $94.7K | Buy |
1,370
+6
| +0.4% | +$415 | 0.01% | 444 |
|
|
2022
Q4 | $78.1K | Buy |
1,364
+7
| +0.5% | +$401 | 0.01% | 440 |
|
|
2022
Q3 | $66K | Buy |
+1,357
| New | +$66K | 0.01% | 409 |
|