Raymond James Trust’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $274K | Buy |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $247K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $285K | Buy |
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