Rational Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72K | Buy |
+72
| New | +$4.72K | ﹤0.01% | 190 |
|
|
2021
Q1 | – | Sell |
-1,753
| Closed | -$96K | – | 178 |
|
|
2020
Q4 | $96K | Buy |
1,753
+1,739
| +12,421% | +$95.2K | 0.03% | 181 |
|
|
2020
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 506 |
|
|
2019
Q2 | – | Sell |
-29,042
| Closed | -$1.55M | – | 557 |
|
|
2019
Q1 | $1.55M | Buy |
+29,042
| New | +$1.55M | 0.42% | 82 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$99K | – | 212 |
|
|
2016
Q3 | $99K | Hold |
2,000
| – | – | 0.07% | 243 |
|
|
2016
Q2 | $88K | Buy |
+2,000
| New | +$88K | 0.06% | 177 |
|
|
2015
Q3 | $104K | Sell |
3,200
-1,520
| -32% | -$49.4K | 0.04% | 209 |
|
|
2015
Q2 | $170K | Buy |
4,720
+1,120
| +31% | +$40.3K | 0.05% | 180 |
|
|
2015
Q1 | $118K | Sell |
3,600
-400
| -10% | -$13.1K | 0.03% | 214 |
|
|
2014
Q4 | $113K | Buy |
+4,000
| New | +$113K | 0.02% | 256 |
|