Phoenix Financial’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
Q2 | $206K | Sell |
3,139
-68
| -2% | -$4.46K | ﹤0.01% | 402 |
|
|
2025
Q1 | $210K | Sell |
3,207
-930
| -22% | -$61K | ﹤0.01% | 346 |
|
|
2024
Q4 | $282K | Sell |
4,137
-125
| -3% | -$8.53K | ﹤0.01% | 314 |
|
|
2024
Q3 | $384K | Sell |
4,262
-349
| -8% | -$31.4K | 0.01% | 271 |
|
|
2024
Q2 | $378K | Buy |
4,611
+90
| +2% | +$7.37K | 0.01% | 269 |
|
|
2024
Q1 | $403K | Sell |
4,521
-320
| -7% | -$28.6K | 0.01% | 288 |
|
|
2023
Q4 | $400K | Buy |
+4,841
| New | +$400K | 0.01% | 253 |
|
|
2022
Q4 | – | Sell |
-5,941
| Closed | -$292K | – | 285 |
|
|
2022
Q3 | $292K | Buy |
5,941
+706
| +13% | +$34.7K | 0.01% | 271 |
|
|
2022
Q2 | $284K | Sell |
5,235
-427
| -8% | -$23.2K | 0.01% | 313 |
|
|
2022
Q1 | $364K | Sell |
5,662
-1,176
| -17% | -$75.6K | 0.01% | 314 |
|
|
2021
Q4 | $582K | Sell |
6,838
-482
| -7% | -$41K | 0.01% | 269 |
|
|
2021
Q3 | $464K | Buy |
+7,320
| New | +$464K | 0.01% | 320 |
|
|
2021
Q2 | – | Sell |
-4,229
| Closed | -$293K | – | 296 |
|
|
2021
Q1 | $293K | Buy |
+4,229
| New | +$293K | 0.01% | 346 |
|