OIA
Optimum Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1K | Hold |
688
| – | – | 0.02% | 359 |
|
|
2025
Q1 | $44.9K | Hold |
688
| – | – | 0.02% | 351 |
|
|
2024
Q4 | $46.9K | Hold |
688
| – | – | 0.02% | 347 |
|
|
2024
Q3 | $61.8K | Hold |
688
| – | – | 0.03% | 330 |
|
|
2024
Q2 | $56.2K | Buy |
688
+1
| +0.1% | +$82 | 0.03% | 346 |
|
|
2024
Q1 | $61.4K | Buy |
687
+1
| +0.1% | +$89 | 0.03% | 338 |
|
|
2023
Q4 | $56.6K | Buy |
686
+1
| +0.1% | +$82 | 0.03% | 338 |
|
|
2023
Q3 | $45.3K | Sell |
685
-529
| -44% | -$35K | 0.02% | 372 |
|
|
2023
Q2 | $88.4K | Buy |
1,214
+1
| +0.1% | +$73 | 0.04% | 293 |
|
|
2023
Q1 | $83.9K | Buy |
1,213
+1
| +0.1% | +$69 | 0.04% | 298 |
|
|
2022
Q4 | $69.4K | Buy |
1,212
+1
| +0.1% | +$57 | 0.04% | 335 |
|
|
2022
Q3 | $59K | Buy |
1,211
+1
| +0.1% | +$49 | 0.03% | 350 |
|
|
2022
Q2 | $66K | Hold |
1,210
| – | – | 0.03% | 350 |
|
|
2022
Q1 | $77K | Hold |
1,210
| – | – | 0.03% | 356 |
|
|
2021
Q4 | $104K | Hold |
1,210
| – | – | 0.04% | 333 |
|
|
2021
Q3 | $74K | Sell |
1,210
-310
| -20% | -$19K | 0.03% | 382 |
|
|
2021
Q2 | $110K | Hold |
1,520
| – | – | 0.03% | 362 |
|
|
2021
Q1 | $103K | Sell |
1,520
-820
| -35% | -$55.6K | 0.03% | 365 |
|
|
2020
Q4 | $128K | Buy |
2,340
+310
| +15% | +$17K | 0.04% | 315 |
|
|
2020
Q3 | $107K | Hold |
2,030
| – | – | 0.04% | 325 |
|
|
2020
Q2 | $96K | Hold |
2,030
| – | – | 0.03% | 332 |
|
|
2020
Q1 | $77K | Hold |
2,030
| – | – | 0.03% | 346 |
|
|
2019
Q4 | $97K | Hold |
2,030
| – | – | 0.03% | 394 |
|
|
2019
Q3 | $97K | Hold |
2,030
| – | – | 0.03% | 385 |
|
|
2019
Q2 | $96K | Sell |
2,030
-2,010
| -50% | -$95.1K | 0.03% | 386 |
|
|
2019
Q1 | $215K | Hold |
4,040
| – | – | 0.07% | 264 |
|
|
2018
Q4 | $173K | Sell |
4,040
-620
| -13% | -$26.6K | 0.06% | 279 |
|
|
2018
Q3 | $249K | Hold |
4,660
| – | – | 0.07% | 267 |
|
|
2018
Q2 | $276K | Hold |
4,660
| – | – | 0.08% | 246 |
|
|
2018
Q1 | $296K | Hold |
4,660
| – | – | 0.09% | 227 |
|
|
2017
Q4 | $286K | Sell |
4,660
-350
| -7% | -$21.5K | 0.09% | 244 |
|
|
2017
Q3 | $298K | Hold |
5,010
| – | – | 0.1% | 226 |
|
|
2017
Q2 | $282K | Hold |
5,010
| – | – | 0.1% | 228 |
|
|
2017
Q1 | $256K | Hold |
5,010
| – | – | 0.09% | 240 |
|
|
2016
Q4 | $237K | Buy |
5,010
+2,505
| +100% | +$119K | 0.09% | 242 |
|
|
2016
Q3 | $247K | Hold |
2,505
| – | – | 0.09% | 244 |
|
|
2016
Q2 | $221K | Buy |
+2,505
| New | +$221K | 0.09% | 248 |
|
|
2016
Q1 | – | Sell |
-2,785
| Closed | -$213K | – | 271 |
|
|
2015
Q4 | $213K | Buy |
+2,785
| New | +$213K | 0.08% | 255 |
|