Oak Thistle LLC’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 | – | Sell |
-25,813
| Closed | -$1.69M | – | 458 |
|
|
2025
Q1 | $1.69M | Buy |
+25,813
| New | +$1.69M | 0.34% | 94 |
|
|
2022
Q4 | – | Sell |
-5,447
| Closed | -$265K | – | 156 |
|
|
2022
Q3 | $265K | Sell |
5,447
-1,219
| -18% | -$59.3K | 0.96% | 38 |
|
|
2022
Q2 | $365K | Sell |
6,666
-3,201
| -32% | -$175K | 0.71% | 34 |
|
|
2022
Q1 | $631K | Buy |
9,867
+4,238
| +75% | +$271K | 0.33% | 112 |
|
|
2021
Q4 | $483K | Buy |
+5,629
| New | +$483K | 0.37% | 107 |
|