Orion Capital Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-80
| Closed | -$5.29K | – | 502 |
|
|
2023
Q3 | $5.29K | Buy |
+80
| New | +$5.29K | ﹤0.01% | 403 |
|
|
2023
Q2 | – | Sell |
-80
| Closed | -$5.53K | – | 145 |
|
|
2023
Q1 | $5.53K | Hold |
80
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $4.58K | Hold |
80
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 349 |
|
|
2022
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 367 |
|
|
2022
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 332 |
|
|
2021
Q3 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 330 |
|