LFAS
Level Four Advisory Services’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Sell |
84,725
-113
| -0.1% | -$7.41K | 0.2% | 140 |
|
|
2025
Q1 | $5.55M | Buy |
84,838
+19,757
| +30% | +$1.29M | 0.23% | 134 |
|
|
2024
Q4 | $4.44M | Buy |
65,081
+3,022
| +5% | +$206K | 0.18% | 151 |
|
|
2024
Q3 | $4.66M | Buy |
62,059
+5,508
| +10% | +$414K | 0.2% | 151 |
|
|
2024
Q2 | $4.62M | Buy |
+56,551
| New | +$4.62M | 0.21% | 135 |
|