Lido Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
10,690
-7,666
| -42% | -$503K | ﹤0.01% | 884 |
|
|
2025
Q1 | $1.2M | Buy |
18,356
+7,773
| +73% | +$508K | 0.01% | 657 |
|
|
2024
Q4 | $722K | Buy |
10,583
+334
| +3% | +$22.8K | ﹤0.01% | 817 |
|
|
2024
Q3 | $921K | Sell |
10,249
-1,122
| -10% | -$101K | ﹤0.01% | 676 |
|
|
2024
Q2 | $930K | Sell |
11,371
-654
| -5% | -$53.5K | 0.01% | 632 |
|
|
2024
Q1 | $1.08M | Sell |
12,025
-13,095
| -52% | -$1.17M | 0.01% | 575 |
|
|
2023
Q4 | $2.07M | Sell |
25,120
-4,714
| -16% | -$389K | 0.01% | 381 |
|
|
2023
Q3 | $1.97M | Buy |
+29,834
| New | +$1.97M | 0.02% | 357 |
|
|
2023
Q1 | – | Sell |
-16,884
| Closed | -$966K | – | 985 |
|
|
2022
Q4 | $966K | Buy |
16,884
+4,053
| +32% | +$232K | 0.01% | 378 |
|
|
2022
Q3 | $623K | Sell |
12,831
-3,395
| -21% | -$165K | 0.01% | 439 |
|
|
2022
Q2 | $887K | Buy |
+16,226
| New | +$887K | 0.01% | 333 |
|
|
2018
Q3 | – | Sell |
-7,610
| Closed | -$450K | – | 426 |
|
|
2018
Q2 | $450K | Buy |
7,610
+1,404
| +23% | +$83K | 0.05% | 217 |
|
|
2018
Q1 | $394K | Buy |
+6,206
| New | +$394K | 0.05% | 221 |
|