Resonant Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $523K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $338K | Sell |
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|
2023
Q2 | $375K | Buy |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $526K | Sell |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $504K | Hold |
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|
2021
Q1 | $473K | Hold |
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|
2020
Q4 | $384K | Hold |
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|
2020
Q3 | $370K | Hold |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $333K | Buy |
|