Patriot Financial Group Insurance Agency’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-265
| Closed | -$14K | – | 476 |
|
|
2022
Q2 | $14K | Hold |
265
| – | – | ﹤0.01% | 1124 |
|
|
2022
Q1 | $17K | Sell |
265
-2
| -0.7% | -$128 | ﹤0.01% | 1142 |
|
|
2021
Q4 | $23K | Hold |
267
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q3 | $16K | Hold |
267
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q2 | $19K | Hold |
267
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q1 | $18K | Sell |
267
-137
| -34% | -$9.24K | ﹤0.01% | 1135 |
|
|
2020
Q4 | $22K | Hold |
404
| – | – | 0.01% | 936 |
|
|
2020
Q3 | $21K | Hold |
404
| – | – | 0.01% | 777 |
|
|
2020
Q2 | $19K | Buy |
404
+215
| +114% | +$10.1K | 0.01% | 754 |
|
|
2020
Q1 | $7K | Buy |
+189
| New | +$7K | ﹤0.01% | 956 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$2K | – | 602 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 854 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 852 |
|
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 822 |
|
|
2017
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 863 |
|