Newbridge Financial Services Group’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 | $19K | Hold |
290
| – | – | ﹤0.01% | 740 |
|
|
2025
Q1 | $19K | Hold |
290
| – | – | ﹤0.01% | 558 |
|
|
2024
Q4 | $19.8K | Buy |
+290
| New | +$19.8K | 0.01% | 601 |
|
|
2024
Q3 | – | Sell |
-290
| Closed | -$23.7K | – | 684 |
|
|
2024
Q2 | $23.7K | Hold |
290
| – | – | 0.01% | 545 |
|
|
2024
Q1 | $25.9K | Buy |
290
+90
| +45% | +$8.05K | 0.01% | 546 |
|
|
2023
Q4 | $16.5K | Hold |
200
| – | – | 0.01% | 628 |
|
|
2023
Q3 | $13.2K | Hold |
200
| – | – | 0.01% | 747 |
|
|
2023
Q2 | $14.6K | Sell |
200
-117
| -37% | -$8.52K | 0.01% | 793 |
|
|
2023
Q1 | $21.9K | Buy |
317
+117
| +59% | +$8.09K | 0.01% | 680 |
|
|
2022
Q4 | $11.4K | Hold |
200
| – | – | 0.01% | 885 |
|
|
2022
Q3 | $10K | Hold |
200
| – | – | 0.01% | 869 |
|
|
2022
Q2 | $11K | Hold |
200
| – | – | 0.01% | 829 |
|
|
2022
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 850 |
|