Luther King Capital Management (LKCM)’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 | $2.39M | Sell |
36,400
-4,930
| -12% | -$323K | 0.01% | 315 |
|
|
2025
Q1 | $2.7M | Sell |
41,330
-20,737
| -33% | -$1.36M | 0.01% | 289 |
|
|
2024
Q4 | $4.23M | Sell |
62,067
-8,680
| -12% | -$592K | 0.02% | 257 |
|
|
2024
Q3 | $6.36M | Buy |
70,747
+6,430
| +10% | +$578K | 0.03% | 201 |
|
|
2024
Q2 | $5.26M | Buy |
64,317
+17,340
| +37% | +$1.42M | 0.02% | 215 |
|
|
2024
Q1 | $4.2M | Buy |
46,977
+307
| +0.7% | +$27.5K | 0.02% | 239 |
|
|
2023
Q4 | $3.85M | Sell |
46,670
-1,675
| -3% | -$138K | 0.02% | 240 |
|
|
2023
Q3 | $3.2M | Sell |
48,345
-10,430
| -18% | -$690K | 0.02% | 257 |
|
|
2023
Q2 | $4.28M | Sell |
58,775
-2,000
| -3% | -$146K | 0.02% | 224 |
|
|
2023
Q1 | $4.2M | Sell |
60,775
-20,184
| -25% | -$1.4M | 0.02% | 215 |
|
|
2022
Q4 | $4.63M | Sell |
80,959
-2,741
| -3% | -$157K | 0.03% | 189 |
|
|
2022
Q3 | $4.07M | Sell |
83,700
-1,500
| -2% | -$72.9K | 0.02% | 198 |
|
|
2022
Q2 | $4.66M | Sell |
85,200
-2,400
| -3% | -$131K | 0.03% | 187 |
|
|
2022
Q1 | $5.6M | Sell |
87,600
-1,000
| -1% | -$63.9K | 0.03% | 188 |
|
|
2021
Q4 | $7.61M | Sell |
88,600
-1,000
| -1% | -$85.8K | 0.03% | 162 |
|
|
2021
Q3 | $5.47M | Buy |
89,600
+1,200
| +1% | +$73.3K | 0.03% | 198 |
|
|
2021
Q2 | $6.37M | Hold |
88,400
| – | – | 0.03% | 180 |
|
|
2021
Q1 | $5.98M | Buy |
88,400
+1,321
| +2% | +$89.3K | 0.03% | 181 |
|
|
2020
Q4 | $4.77M | Buy |
87,079
+9,779
| +13% | +$536K | 0.03% | 190 |
|
|
2020
Q3 | $4.08M | Buy |
77,300
+12,500
| +19% | +$660K | 0.03% | 184 |
|
|
2020
Q2 | $3.05M | Buy |
+64,800
| New | +$3.05M | 0.02% | 207 |
|