LPL Financial’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.77M | Sell |
102,715
-3,256
| -3% | -$235K | ﹤0.01% | 2367 |
|
|
2025
Q4 | $7.09M | Sell |
105,971
-3,350
| -3% | -$226K | ﹤0.01% | 2240 |
|
|
2025
Q3 | $8.03M | Buy |
109,321
+3,457
| +3% | +$247K | ﹤0.01% | 2074 |
|
|
2025
Q2 | $6.94M | Sell |
105,864
-96
| -0.1% | -$6.28K | ﹤0.01% | 2031 |
|
|
2025
Q1 | $6.93M | Buy |
105,960
+31,527
| +42% | +$2.13M | ﹤0.01% | 1879 |
|
|
2024
Q4 | $5.08M | Buy |
74,433
+5,390
| +8% | +$408K | ﹤0.01% | 2074 |
|
|
2024
Q3 | $6.2M | Buy |
69,043
+12,047
| +21% | +$997K | ﹤0.01% | 1806 |
|
|
2024
Q2 | $4.66M | Buy |
56,996
+10,477
| +23% | +$887K | ﹤0.01% | 1918 |
|
|
2024
Q1 | $4.16M | Buy |
46,519
+10,008
| +27% | +$825K | ﹤0.01% | 1928 |
|
|
2023
Q4 | $3.01M | Buy |
36,511
+7,100
| +24% | +$524K | ﹤0.01% | 2077 |
|
|
2023
Q3 | $1.94M | Buy |
29,411
+1,386
| +5% | +$98.4K | ﹤0.01% | 2303 |
|
|
2023
Q2 | $2.04M | Buy |
28,025
+831
| +3% | +$56.9K | ﹤0.01% | 2236 |
|
|
2023
Q1 | $1.88M | Buy |
27,194
+5,686
| +26% | +$370K | ﹤0.01% | 2192 |
|
|
2022
Q4 | $1.23M | Buy |
21,508
+2,519
| +13% | +$141K | ﹤0.01% | 2481 |
|
|
2022
Q3 | $923K | Sell |
18,989
-6,559
| -26% | -$377K | ﹤0.01% | 2610 |
|
|
2022
Q2 | $1.4M | Buy |
25,548
+2,387
| +10% | +$143K | ﹤0.01% | 2301 |
|
|
2022
Q1 | $1.48M | Sell |
23,161
-11,901
| -34% | -$866K | ﹤0.01% | 2283 |
|
|
2021
Q4 | $3.01M | Sell |
35,062
-564
| -2% | -$43K | ﹤0.01% | 1780 |
|
|
2021
Q3 | $2.18M | Sell |
35,626
-22,915
| -39% | -$1.6M | ﹤0.01% | 1975 |
|
|
2021
Q2 | $4.22M | Buy |
58,541
+18,008
| +44% | +$1.24M | ﹤0.01% | 1461 |
|
|
2021
Q1 | $2.74M | Sell |
40,533
-7,647
| -16% | -$465K | ﹤0.01% | 1623 |
|
|
2020
Q4 | $2.64M | Buy |
48,180
+17,058
| +55% | +$940K | ﹤0.01% | 1498 |
|
|
2020
Q3 | $1.64M | Buy |
31,122
+8,009
| +35% | +$400K | ﹤0.01% | 1575 |
|
|
2020
Q2 | $1.09M | Buy |
23,113
+534
| +2% | +$23.3K | ﹤0.01% | 1757 |
|
|
2020
Q1 | $854K | Sell |
22,579
-6,189
| -22% | -$264K | ﹤0.01% | 1728 |
|
|
2019
Q4 | $1.37M | Buy |
28,768
+6,484
| +29% | +$314K | ﹤0.01% | 1626 |
|
|
2019
Q3 | $1.06M | Buy |
22,284
+395
| +2% | +$18.3K | ﹤0.01% | 1688 |
|
|
2019
Q2 | $1.03M | Buy |
21,889
+1,406
| +7% | +$68.9K | ﹤0.01% | 1704 |
|
|
2019
Q1 | $1.09M | Buy |
20,483
+1,534
| +8% | +$76.3K | ﹤0.01% | 1600 |
|
|
2018
Q4 | $809K | Buy |
18,949
+6,645
| +54% | +$306K | ﹤0.01% | 1688 |
|
|
2018
Q3 | $657K | Sell |
12,304
-2,761
| -18% | -$162K | ﹤0.01% | 2010 |
|
|
2018
Q2 | $891K | Sell |
15,065
-1,781
| -11% | -$112K | ﹤0.01% | 1698 |
|
|
2018
Q1 | $1.07M | Buy |
16,846
+1,449
| +9% | +$93.5K | ﹤0.01% | 1550 |
|
|
2017
Q4 | $944K | Sell |
15,397
-516
| -3% | -$31.3K | ﹤0.01% | 1559 |
|
|
2017
Q3 | $946K | Sell |
15,913
-7,180
| -31% | -$403K | ﹤0.01% | 1474 |
|
|
2017
Q2 | $1.3M | Buy |
+23,093
| New | +$1.25M | ﹤0.01% | 1211 |
|
|
2016
Q2 | – | Sell |
-61,678
| Closed | -$2.37M | – | 2638 |
|
|
2016
Q1 | $2.37M | Sell |
61,678
-63,484
| -51% | -$2.22M | 0.01% | 1097 |
|
|
2015
Q4 | $4.68M | Buy |
125,162
+89,704
| +253% | +$3.38M | 0.01% | 750 |
|
|
2015
Q3 | $1.21M | Sell |
35,458
-13,038
| -27% | -$446K | 0.01% | 1124 |
|
|
2015
Q2 | $1.76M | Buy |
48,496
+7,724
| +19% | +$266K | 0.01% | 988 |
|
|
2015
Q1 | $1.33M | Sell |
40,772
-9,252
| -18% | -$281K | 0.01% | 1156 |
|
|
2014
Q4 | $1.41M | Sell |
50,024
-7,496
| -13% | -$196K | 0.01% | 1089 |
|
|
2014
Q3 | $1.34M | Sell |
57,520
-766
| -1% | -$18.6K | 0.01% | 1092 |
|
|
2014
Q2 | $1.45M | Buy |
58,286
+16,394
| +39% | +$394K | 0.01% | 1085 |
|
|
2014
Q1 | $964K | Sell |
41,892
-20,844
| -33% | -$508K | 0.01% | 1288 |
|
|
2013
Q4 | $1.69M | Sell |
62,736
-5,112
| -8% | -$131K | 0.01% | 929 |
|
|
2013
Q3 | $1.54M | Buy |
67,848
+15,704
| +30% | +$329K | 0.01% | 937 |
|
|
2013
Q2 | $946K | Buy |
+52,144
| New | +$975K | 0.01% | 1161 |
|
Other funds holding AOS
VCM
VPM
