Nisa Investment Advisors’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 | $3.15M | Sell |
48,115
-5,906
| -11% | -$387K | 0.01% | 513 |
|
|
2025
Q1 | $3.53M | Sell |
54,021
-5,633
| -9% | -$368K | 0.02% | 498 |
|
|
2024
Q4 | $4.07M | Buy |
59,654
+891
| +2% | +$60.8K | 0.02% | 495 |
|
|
2024
Q3 | $5.28M | Buy |
58,763
+135
| +0.2% | +$12.1K | 0.03% | 426 |
|
|
2024
Q2 | $4.79M | Sell |
58,628
-1,600
| -3% | -$131K | 0.03% | 449 |
|
|
2024
Q1 | $5.39M | Sell |
60,228
-35
| -0.1% | -$3.13K | 0.04% | 419 |
|
|
2023
Q4 | $4.97M | Sell |
60,263
-26,129
| -30% | -$2.15M | 0.04% | 410 |
|
|
2023
Q3 | $5.71M | Sell |
86,392
-14,194
| -14% | -$939K | 0.04% | 369 |
|
|
2023
Q2 | $7.32M | Buy |
100,586
+36,873
| +58% | +$2.68M | 0.05% | 326 |
|
|
2023
Q1 | $4.41M | Sell |
63,713
-1,300
| -2% | -$89.9K | 0.03% | 453 |
|
|
2022
Q4 | $3.72M | Sell |
65,013
-39,191
| -38% | -$2.24M | 0.03% | 535 |
|
|
2022
Q3 | $5.07M | Buy |
104,204
+41,654
| +67% | +$2.03M | 0.04% | 368 |
|
|
2022
Q2 | $3.42M | Sell |
62,550
-32,381
| -34% | -$1.77M | 0.03% | 490 |
|
|
2022
Q1 | $6.07M | Buy |
94,931
+6,660
| +8% | +$425K | 0.04% | 363 |
|
|
2021
Q4 | $6.75M | Sell |
88,271
-2,385
| -3% | -$182K | 0.05% | 329 |
|
|
2021
Q3 | $5.54K | Buy |
90,656
+4,541
| +5% | +$277 | 0.03% | 416 |
|
|
2021
Q2 | $6.21K | Sell |
86,115
-11,483
| -12% | -$827 | 0.04% | 387 |
|
|
2021
Q1 | $6.6K | Sell |
97,598
-3,891
| -4% | -$263 | 0.04% | 369 |
|
|
2020
Q4 | $5.56M | Buy |
101,489
+31,999
| +46% | +$1.75M | 0.04% | 420 |
|
|
2020
Q3 | $3.67M | Sell |
69,490
-1,000
| -1% | -$52.8K | 0.03% | 445 |
|
|
2020
Q2 | $3.32M | Buy |
70,490
+3,200
| +5% | +$151K | 0.03% | 450 |
|
|
2020
Q1 | $2.54M | Buy |
67,290
+11,090
| +20% | +$419K | 0.03% | 465 |
|
|
2019
Q4 | $2.68M | Sell |
56,200
-7,500
| -12% | -$357K | 0.02% | 541 |
|
|
2019
Q3 | $3.04M | Buy |
63,700
+2,100
| +3% | +$100K | 0.03% | 509 |
|
|
2019
Q2 | $2.91M | Hold |
61,600
| – | – | 0.03% | 517 |
|
|
2019
Q1 | $3.29M | Hold |
61,600
| – | – | 0.03% | 472 |
|
|
2018
Q4 | $2.63M | Sell |
61,600
-700
| -1% | -$29.9K | 0.03% | 490 |
|
|
2018
Q3 | $3.33M | Buy |
62,300
+10,300
| +20% | +$550K | 0.03% | 484 |
|
|
2018
Q2 | $3.08M | Sell |
52,000
-400
| -0.8% | -$23.7K | 0.03% | 478 |
|
|
2018
Q1 | $3.34M | Hold |
52,400
| – | – | 0.03% | 457 |
|
|
2017
Q4 | $3.21M | Hold |
52,400
| – | – | 0.03% | 467 |
|
|
2017
Q3 | $3.11M | Sell |
52,400
-3,200
| -6% | -$190K | 0.04% | 463 |
|
|
2017
Q2 | $3.11M | Hold |
55,600
| – | – | 0.04% | 455 |
|
|
2017
Q1 | $2.84M | Hold |
55,600
| – | – | 0.03% | 496 |
|
|
2016
Q4 | $2.63M | Hold |
55,600
| – | – | 0.03% | 509 |
|
|
2016
Q3 | $2.75M | Hold |
55,600
| – | – | 0.04% | 465 |
|
|
2016
Q2 | $2.45M | Hold |
55,600
| – | – | 0.03% | 494 |
|
|
2016
Q1 | $2.12M | Buy |
55,600
+40,000
| +256% | +$1.53M | 0.03% | 521 |
|
|
2015
Q4 | $598K | Hold |
15,600
| – | – | 0.01% | 908 |
|
|
2015
Q3 | $503K | Hold |
15,600
| – | – | 0.01% | 976 |
|
|
2015
Q2 | $561K | Sell |
15,600
-4,000
| -20% | -$144K | 0.01% | 983 |
|
|
2015
Q1 | $643K | Hold |
19,600
| – | – | 0.01% | 953 |
|
|
2014
Q4 | $553K | Hold |
19,600
| – | – | 0.01% | 979 |
|
|
2014
Q3 | $463K | Hold |
19,600
| – | – | 0.01% | 1033 |
|
|
2014
Q2 | $486K | Hold |
19,600
| – | – | 0.01% | 1037 |
|
|
2014
Q1 | $451K | Hold |
19,600
| – | – | 0.01% | 1065 |
|
|
2013
Q4 | $529K | Hold |
19,600
| – | – | 0.01% | 1008 |
|
|
2013
Q3 | $443K | Hold |
19,600
| – | – | 0.01% | 1048 |
|
|
2013
Q2 | $356K | Buy |
+19,600
| New | +$356K | 0.01% | 1112 |
|