Legacy Financial Strategies’s A.O. Smith AOS Stock Holding History

Legacy Financial Strategies’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
2026 Q1	$559K	Sell	8,480 -29,480	-78%	-$2.12M	0.1%	79
2025 Q4	$2.54M	Sell	37,960 -4,624	-11%	-$312K	0.45%	37
2025 Q3	$3.13M	Buy	42,584 +1,187	+3%	+$84.7K	0.56%	33
2025 Q2	$2.71M	Buy	41,397 +1,501	+4%	+$98.2K	0.53%	35
2025 Q1	$2.61M	Buy	39,896 +1,048	+3%	+$70.8K	0.57%	34
2024 Q4	$2.62M	Sell	38,848 -389	-1%	-$29.5K	0.56%	35
2024 Q3	$3.52M	Buy	39,237 +34	+0.1%	+$2.81K	0.78%	28
2024 Q2	$3.18M	Buy	39,203 +2,995	+8%	+$253K	0.76%	26
2024 Q1	$3.24M	Sell	36,208 -1,925	-5%	-$159K	0.83%	19
2023 Q4	$3.14M	Sell	38,133 -235	-0.6%	-$17.3K	0.9%	17
2023 Q3	$2.73M	Buy	38,368 +1,200	+3%	+$85.2K	0.88%	18
2023 Q2	$2.71M	Buy	37,168 +2,851	+8%	+$195K	0.9%	19
2023 Q1	$2.37M	Buy	34,317 +3,075	+10%	+$200K	0.88%	17
2022 Q4	$1.79M	Buy	31,242 +2,387	+8%	+$133K	0.74%	33
2022 Q3	$1.4M	Buy	28,855 +3,644	+14%	+$209K	0.65%	36
2022 Q2	$1.38M	Buy	25,211 +2,034	+9%	+$122K	0.68%	35
2022 Q1	$1.48M	Sell	23,177 -449	-2%	-$32.7K	0.63%	36
2021 Q4	$2.03M	Buy	23,626 +508	+2%	+$38.7K	0.88%	18
2021 Q3	$1.41M	Buy	23,118 +1,390	+6%	+$97.1K	0.66%	31
2021 Q2	$1.57M	Buy	21,728 +955	+5%	+$65.9K	0.75%	19
2021 Q1	$1.4M	Buy	20,773 +616	+3%	+$37.5K	0.74%	18
2020 Q4	$1.1M	Buy	20,157 +88	+0.4%	+$4.85K	0.56%	33
2020 Q3	$1.06M	Buy	20,069 +686	+4%	+$34.3K	0.61%	28
2020 Q2	$913K	Buy	19,383 +1,138	+6%	+$49.7K	0.71%	27
2020 Q1	$690K	Buy	18,245 +1,745	+11%	+$74.4K	0.66%	30
2019 Q4	$786K	Buy	16,500 +1,581	+11%	+$76.6K	0.63%	34
2019 Q3	$766K	Buy	14,919 +1,122	+8%	+$51.9K	0.68%	30
2019 Q2	$611K	Buy	13,797 +650	+5%	+$31.9K	0.57%	36
2019 Q1	$701K	Buy	13,147 +5,780	+78%	+$287K	0.6%	21
2018 Q4	$315K	Sell	7,367 -1,478	-17%	-$68K	0.31%	48
2018 Q3	$404K	Buy	8,845 +1,862	+27%	+$109K	0.41%	39
2018 Q2	$413K	Buy	+6,983	New	+$440K	0.37%	61