Raymond James Financial Services Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.09M | Buy |
45,487
+2,414
| +6% | +$217K | 0.01% | 1337 |
|
|
2024
Q2 | $3.52M | Sell |
43,073
-63,493
| -60% | -$5.19M | 0.01% | 1349 |
|
|
2024
Q1 | $9.53M | Buy |
106,566
+35,385
| +50% | +$3.17M | 0.01% | 830 |
|
|
2023
Q4 | $5.87M | Sell |
71,181
-8,562
| -11% | -$706K | 0.01% | 996 |
|
|
2023
Q3 | $5.27M | Sell |
79,743
-184
| -0.2% | -$12.2K | 0.01% | 983 |
|
|
2023
Q2 | $5.82M | Sell |
79,927
-5,844
| -7% | -$425K | 0.01% | 937 |
|
|
2023
Q1 | $5.93M | Sell |
85,771
-38,236
| -31% | -$2.64M | 0.01% | 912 |
|
|
2022
Q4 | $7.1M | Buy |
124,007
+10,816
| +10% | +$619K | 0.01% | 809 |
|
|
2022
Q3 | $5.5M | Buy |
113,191
+17,094
| +18% | +$830K | 0.01% | 873 |
|
|
2022
Q2 | $5.26M | Sell |
96,097
-20,414
| -18% | -$1.12M | 0.01% | 900 |
|
|
2022
Q1 | $7.44M | Buy |
116,511
+38,556
| +49% | +$2.46M | 0.01% | 811 |
|
|
2021
Q4 | $6.69M | Buy |
77,955
+3,911
| +5% | +$336K | 0.01% | 866 |
|
|
2021
Q3 | $4.52M | Buy |
74,044
+1,056
| +1% | +$64.5K | 0.01% | 1034 |
|
|
2021
Q2 | $5.26M | Buy |
72,988
+251
| +0.3% | +$18.1K | 0.01% | 954 |
|
|
2021
Q1 | $4.92M | Sell |
72,737
-13,029
| -15% | -$881K | 0.01% | 909 |
|
|
2020
Q4 | $4.7M | Buy |
85,766
+35,291
| +70% | +$1.93M | 0.01% | 856 |
|
|
2020
Q3 | $2.67M | Sell |
50,475
-2,764
| -5% | -$146K | 0.01% | 1034 |
|
|
2020
Q2 | $2.51M | Buy |
53,239
+1,251
| +2% | +$59K | 0.01% | 1012 |
|
|
2020
Q1 | $1.97M | Sell |
51,988
-2,923
| -5% | -$111K | 0.01% | 893 |
|
|
2019
Q4 | $2.62M | Buy |
54,911
+32,634
| +146% | +$1.55M | 0.01% | 1041 |
|
|
2019
Q3 | $1.06M | Sell |
22,277
-18,759
| -46% | -$895K | ﹤0.01% | 1435 |
|
|
2019
Q2 | $1.94M | Buy |
41,036
+11,965
| +41% | +$564K | 0.01% | 1129 |
|
|
2019
Q1 | $1.55M | Sell |
29,071
-7,882
| -21% | -$420K | 0.01% | 1208 |
|
|
2018
Q4 | $1.58M | Buy |
36,953
+3,969
| +12% | +$169K | 0.01% | 1025 |
|
|
2018
Q3 | $1.76M | Buy |
32,984
+4,186
| +15% | +$223K | 0.01% | 1152 |
|
|
2018
Q2 | $1.7M | Buy |
28,798
+7,989
| +38% | +$472K | 0.01% | 1107 |
|
|
2018
Q1 | $1.32M | Buy |
20,809
+1,167
| +6% | +$74.2K | 0.01% | 1147 |
|
|
2017
Q4 | $1.2M | Buy |
19,642
+189
| +1% | +$11.6K | 0.01% | 1188 |
|
|
2017
Q3 | $1.16M | Buy |
19,453
+2,270
| +13% | +$135K | 0.01% | 1221 |
|
|
2017
Q2 | $968K | Sell |
17,183
-633
| -4% | -$35.7K | 0.01% | 1295 |
|
|
2017
Q1 | $911K | Sell |
17,816
-2,916
| -14% | -$149K | 0.01% | 1242 |
|
|
2016
Q4 | $982K | Sell |
20,732
-6,616
| -24% | -$313K | 0.01% | 1124 |
|
|
2016
Q3 | $1.35M | Buy |
27,348
+1,134
| +4% | +$56K | 0.01% | 934 |
|
|
2016
Q2 | $1.16M | Buy |
+26,214
| New | +$1.16M | 0.01% | 960 |
|