LIA
LBMC Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Hold |
52,918
| – | – | 0.25% | 52 |
|
|
2025
Q1 | $3.46M | Sell |
52,918
-5,686
| -10% | -$372K | 0.27% | 45 |
|
|
2024
Q4 | $4M | Sell |
58,604
-374
| -0.6% | -$25.5K | 0.32% | 43 |
|
|
2024
Q3 | $5.3M | Buy |
58,978
+23
| +0% | +$2.07K | 0.42% | 34 |
|
|
2024
Q2 | $4.82M | Buy |
58,955
+20
| +0% | +$1.64K | 0.42% | 32 |
|
|
2024
Q1 | $5.27M | Buy |
58,935
+23
| +0% | +$2.06K | 0.46% | 28 |
|
|
2023
Q4 | $4.86M | Buy |
58,912
+23
| +0% | +$1.9K | 0.46% | 27 |
|
|
2023
Q3 | $3.85M | Buy |
58,889
+24
| +0% | +$1.57K | 0.41% | 29 |
|
|
2023
Q2 | $4.28M | Buy |
58,865
+24
| +0% | +$1.75K | 0.42% | 28 |
|
|
2023
Q1 | $4.07M | Buy |
58,841
+3,408
| +6% | +$236K | 0.41% | 28 |
|
|
2022
Q4 | $3.17M | Buy |
55,433
+273
| +0.5% | +$15.6K | 0.33% | 30 |
|
|
2022
Q3 | $2.68M | Buy |
55,160
+237
| +0.4% | +$11.5K | 0.31% | 32 |
|
|
2022
Q2 | $3M | Sell |
54,923
-7,620
| -12% | -$417K | 0.33% | 30 |
|
|
2022
Q1 | $4M | Buy |
62,543
+239
| +0.4% | +$15.3K | 0.35% | 29 |
|
|
2021
Q4 | $5.35M | Buy |
62,304
+61,804
| +12,361% | +$5.31M | 0.46% | 26 |
|
|
2021
Q3 | $4.16K | Sell |
500
-67,424
| -99% | -$561K | 0.39% | 27 |
|
|
2021
Q2 | $4.9M | Buy |
67,924
+317
| +0.5% | +$22.8K | 0.47% | 26 |
|
|
2021
Q1 | $4.57M | Buy |
67,607
+295
| +0.4% | +$19.9K | 0.48% | 25 |
|
|
2020
Q4 | $3.69M | Buy |
67,312
+9,732
| +17% | +$534K | 0.43% | 28 |
|
|
2020
Q3 | $3.04M | Buy |
57,580
+276
| +0.5% | +$14.6K | 0.42% | 27 |
|
|
2020
Q2 | $2.7M | Buy |
57,304
+318
| +0.6% | +$15K | 0.43% | 24 |
|
|
2020
Q1 | $2.16M | Buy |
56,986
+304
| +0.5% | +$11.5K | 0.4% | 22 |
|
|
2019
Q4 | $2.7M | Buy |
56,682
+269
| +0.5% | +$12.8K | 0.38% | 23 |
|
|
2019
Q3 | $2.69M | Buy |
56,413
+263
| +0.5% | +$12.5K | 0.41% | 23 |
|
|
2019
Q2 | $2.65M | Buy |
56,150
+274
| +0.5% | +$12.9K | 0.4% | 24 |
|
|
2019
Q1 | $2.98M | Buy |
55,876
+236
| +0.4% | +$12.6K | 0.47% | 22 |
|
|
2018
Q4 | $2.38M | Buy |
55,640
+263
| +0.5% | +$11.2K | 0.44% | 22 |
|
|
2018
Q3 | $2.96M | Sell |
55,377
-5,831
| -10% | -$311K | 0.47% | 21 |
|
|
2018
Q2 | $3.62M | Buy |
61,208
+156
| +0.3% | +$9.23K | 0.6% | 19 |
|
|
2018
Q1 | $3.88M | Buy |
61,052
+150
| +0.2% | +$9.54K | 0.67% | 19 |
|
|
2017
Q4 | $3.73M | Buy |
60,902
+129
| +0.2% | +$7.91K | 0.61% | 19 |
|
|
2017
Q3 | $3.61M | Sell |
60,773
-3,860
| -6% | -$229K | 0.62% | 18 |
|
|
2017
Q2 | $3.64M | Sell |
64,633
-60
| -0.1% | -$3.38K | 0.64% | 18 |
|
|
2017
Q1 | $3.31M | Buy |
64,693
+153
| +0.2% | +$7.83K | 0.59% | 18 |
|
|
2016
Q4 | $3.06M | Buy |
64,540
+32,638
| +102% | +$1.55M | 0.57% | 18 |
|
|
2016
Q3 | $3.15M | Buy |
31,902
+68
| +0.2% | +$6.72K | 0.6% | 18 |
|
|
2016
Q2 | $2.81M | Buy |
31,834
+81
| +0.3% | +$7.14K | 0.56% | 18 |
|
|
2016
Q1 | $2.42M | Buy |
31,753
+95
| +0.3% | +$7.25K | 0.5% | 19 |
|
|
2015
Q4 | $2.43M | Sell |
31,658
-223
| -0.7% | -$17.1K | 0.52% | 19 |
|
|
2015
Q3 | $2.08M | Buy |
31,881
+2,071
| +7% | +$135K | 0.47% | 21 |
|
|
2015
Q2 | $2.15M | Buy |
29,810
+360
| +1% | +$25.9K | 0.46% | 20 |
|
|
2015
Q1 | $1.93M | Hold |
29,450
| – | – | 0.43% | 20 |
|
|
2014
Q4 | $1.66M | Hold |
29,450
| – | – | 0.39% | 20 |
|
|
2014
Q3 | $1.39M | Buy |
29,450
+3,000
| +11% | +$142K | 0.34% | 20 |
|
|
2014
Q2 | $1.31M | Sell |
26,450
-3,000
| -10% | -$149K | 0.35% | 21 |
|
|
2014
Q1 | $1.36M | Hold |
29,450
| – | – | 0.34% | 22 |
|
|
2013
Q4 | $1.59M | Hold |
29,450
| – | – | 0.42% | 22 |
|
|
2013
Q3 | $1.33M | Hold |
29,450
| – | – | 0.39% | 22 |
|
|
2013
Q2 | $1.07M | Buy |
+29,450
| New | +$1.07M | 0.37% | 22 |
|