LFS
Legacy Financial Strategies’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
41,397
+1,501
| +4% | +$98.4K | 0.53% | 35 |
|
|
2025
Q1 | $2.61M | Buy |
39,896
+1,048
| +3% | +$68.5K | 0.57% | 34 |
|
|
2024
Q4 | $2.62M | Sell |
38,848
-389
| -1% | -$26.2K | 0.56% | 35 |
|
|
2024
Q3 | $3.52M | Buy |
39,237
+34
| +0.1% | +$3.05K | 0.78% | 28 |
|
|
2024
Q2 | $3.18M | Buy |
39,203
+2,995
| +8% | +$243K | 0.76% | 26 |
|
|
2024
Q1 | $3.24M | Sell |
36,208
-1,925
| -5% | -$172K | 0.83% | 19 |
|
|
2023
Q4 | $3.14M | Sell |
38,133
-235
| -0.6% | -$19.4K | 0.9% | 17 |
|
|
2023
Q3 | $2.73M | Buy |
38,368
+1,200
| +3% | +$85.4K | 0.88% | 18 |
|
|
2023
Q2 | $2.71M | Buy |
37,168
+2,851
| +8% | +$207K | 0.9% | 19 |
|
|
2023
Q1 | $2.37M | Buy |
34,317
+3,075
| +10% | +$213K | 0.88% | 17 |
|
|
2022
Q4 | $1.79M | Buy |
31,242
+2,387
| +8% | +$137K | 0.74% | 33 |
|
|
2022
Q3 | $1.4M | Buy |
28,855
+3,644
| +14% | +$177K | 0.65% | 36 |
|
|
2022
Q2 | $1.38M | Buy |
25,211
+2,034
| +9% | +$111K | 0.68% | 35 |
|
|
2022
Q1 | $1.48M | Sell |
23,177
-449
| -2% | -$28.7K | 0.63% | 36 |
|
|
2021
Q4 | $2.03M | Buy |
23,626
+508
| +2% | +$43.6K | 0.88% | 18 |
|
|
2021
Q3 | $1.41M | Buy |
23,118
+1,390
| +6% | +$84.9K | 0.66% | 31 |
|
|
2021
Q2 | $1.57M | Buy |
21,728
+955
| +5% | +$68.8K | 0.75% | 19 |
|
|
2021
Q1 | $1.4M | Buy |
20,773
+616
| +3% | +$41.6K | 0.74% | 18 |
|
|
2020
Q4 | $1.11M | Buy |
20,157
+88
| +0.4% | +$4.82K | 0.56% | 33 |
|
|
2020
Q3 | $1.06M | Buy |
20,069
+686
| +4% | +$36.2K | 0.61% | 28 |
|
|
2020
Q2 | $913K | Buy |
19,383
+1,138
| +6% | +$53.6K | 0.71% | 27 |
|
|
2020
Q1 | $690K | Buy |
18,245
+1,745
| +11% | +$66K | 0.66% | 30 |
|
|
2019
Q4 | $786K | Buy |
16,500
+1,581
| +11% | +$75.3K | 0.63% | 34 |
|
|
2019
Q3 | $766K | Buy |
14,919
+1,122
| +8% | +$57.6K | 0.68% | 30 |
|
|
2019
Q2 | $611K | Buy |
13,797
+650
| +5% | +$28.8K | 0.57% | 36 |
|
|
2019
Q1 | $701K | Buy |
13,147
+5,780
| +78% | +$308K | 0.6% | 21 |
|
|
2018
Q4 | $315K | Sell |
7,367
-1,478
| -17% | -$63.2K | 0.31% | 48 |
|
|
2018
Q3 | $404K | Buy |
8,845
+1,862
| +27% | +$85K | 0.41% | 39 |
|
|
2018
Q2 | $413K | Buy |
+6,983
| New | +$413K | 0.37% | 61 |
|