Principal Securities’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 | $44.1K | Buy |
673
+284
| +73% | +$18.6K | ﹤0.01% | 1947 |
|
|
2025
Q1 | $26.5K | Hold |
389
| – | – | ﹤0.01% | 2055 |
|
|
2024
Q4 | $26.5K | Sell |
389
-57
| -13% | -$3.89K | ﹤0.01% | 2050 |
|
|
2024
Q3 | $40.1K | Buy |
446
+15
| +3% | +$1.35K | ﹤0.01% | 1788 |
|
|
2024
Q2 | $35.2K | Buy |
431
+165
| +62% | +$13.5K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $23.8K | Buy |
266
+15
| +6% | +$1.34K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $20.7K | Buy |
+251
| New | +$20.7K | ﹤0.01% | 1903 |
|