LFA
LGT Financial Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131 | Sell |
2
-69
| -97% | -$4.52K | ﹤0.01% | 580 |
|
|
2025
Q1 | $4.61K | Sell |
71
-617
| -90% | -$40.1K | 0.01% | 234 |
|
|
2024
Q4 | $46.9K | Hold |
688
| – | – | 0.1% | 155 |
|
|
2024
Q3 | $61.8K | Sell |
688
-387
| -36% | -$34.8K | 0.15% | 102 |
|
|
2024
Q2 | $87.9K | Sell |
1,075
-1,576
| -59% | -$129K | 0.19% | 96 |
|
|
2024
Q1 | $237K | Sell |
2,651
-104
| -4% | -$9.31K | 0.28% | 79 |
|
|
2023
Q4 | $227K | Buy |
2,755
+58
| +2% | +$4.78K | 0.28% | 78 |
|
|
2023
Q3 | $178K | Sell |
2,697
-170
| -6% | -$11.2K | 0.23% | 94 |
|
|
2023
Q2 | $209K | Sell |
2,867
-526
| -16% | -$38.3K | 0.22% | 115 |
|
|
2023
Q1 | $235K | Buy |
+3,393
| New | +$235K | 0.44% | 69 |
|