OneDigital 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
Q1 | – | Sell |
-3,184
| Closed | -$217K | – | 1398 |
|
|
2024
Q4 | $217K | Sell |
3,184
-56
| -2% | -$3.82K | ﹤0.01% | 1292 |
|
|
2024
Q3 | $291K | Buy |
3,240
+156
| +5% | +$14K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $252K | Buy |
+3,084
| New | +$252K | ﹤0.01% | 1183 |
|
|
2018
Q2 | – | Sell |
-285
| Closed | -$18K | – | 1319 |
|
|
2018
Q1 | $18K | Buy |
+285
| New | +$18K | ﹤0.01% | 846 |
|