Lindbrook Capital’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $59.3K | Buy |
907
+701
| +340% | +$45.8K | 0.01% | 923 |
|
|
2024
Q4 | $14.1K | Buy |
206
+76
| +58% | +$5.18K | ﹤0.01% | 1469 |
|
|
2024
Q3 | $11.7K | Hold |
130
| – | – | ﹤0.01% | 1580 |
|
|
2024
Q2 | $10.6K | Sell |
130
-43
| -25% | -$3.52K | ﹤0.01% | 1591 |
|
|
2024
Q1 | $15.5K | Hold |
173
| – | – | ﹤0.01% | 1348 |
|
|
2023
Q4 | $14.3K | Buy |
173
+73
| +73% | +$6.02K | ﹤0.01% | 1357 |
|
|
2023
Q3 | $6.61K | Buy |
100
+11
| +12% | +$727 | ﹤0.01% | 1631 |
|
|
2023
Q2 | $6.48K | Sell |
89
-21
| -19% | -$1.53K | ﹤0.01% | 1687 |
|
|
2023
Q1 | $7.61K | Buy |
110
+56
| +104% | +$3.87K | ﹤0.01% | 1628 |
|
|
2022
Q4 | $3.09K | Buy |
54
+38
| +238% | +$2.18K | ﹤0.01% | 2039 |
|
|
2022
Q3 | $1K | Sell |
16
-38
| -70% | -$2.38K | ﹤0.01% | 2228 |
|
|
2022
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 1740 |
|
|
2022
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 1782 |
|
|
2021
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 1484 |
|
|
2021
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q4 | $3K | Buy |
54
+12
| +29% | +$667 | ﹤0.01% | 1310 |
|
|
2020
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 1354 |
|
|
2020
Q2 | $2K | Buy |
42
+8
| +24% | +$381 | ﹤0.01% | 1349 |
|
|
2020
Q1 | $1K | Sell |
34
-431
| -93% | -$12.7K | ﹤0.01% | 1382 |
|
|
2019
Q4 | $22K | Hold |
465
| – | – | 0.01% | 699 |
|
|
2019
Q3 | $22K | Hold |
465
| – | – | 0.01% | 669 |
|
|
2019
Q2 | $21K | Sell |
465
-64
| -12% | -$2.89K | 0.01% | 672 |
|
|
2019
Q1 | $28K | Buy |
529
+64
| +14% | +$3.39K | 0.01% | 572 |
|
|
2018
Q4 | $19K | Buy |
+465
| New | +$19K | 0.01% | 624 |
|