PFG Investments’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 |
-3,484
| Closed | -$238K | – | 1020 |
|
|
2024
Q4 | $238K | Sell |
3,484
-87
| -2% | -$5.93K | 0.01% | 819 |
|
|
2024
Q3 | $321K | Buy |
3,571
+57
| +2% | +$5.12K | 0.02% | 683 |
|
|
2024
Q2 | $287K | Buy |
3,514
+89
| +3% | +$7.28K | 0.02% | 672 |
|
|
2024
Q1 | $306K | Buy |
+3,425
| New | +$306K | 0.02% | 728 |
|