LRI Investments’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
Q2 | $11.6K | Hold |
177
| – | – | ﹤0.01% | 811 |
|
|
2025
Q1 | $11.6K | Hold |
177
| – | – | ﹤0.01% | 766 |
|
|
2024
Q4 | $12.1K | Hold |
177
| – | – | ﹤0.01% | 753 |
|
|
2024
Q3 | $12.9K | Sell |
177
-80
| -31% | -$5.84K | ﹤0.01% | 731 |
|
|
2024
Q2 | $21K | Hold |
257
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $23K | Buy |
+257
| New | +$23K | 0.01% | 361 |
|