RCA
Resonant Capital Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,144
| Closed | -$339K | – | 353 |
|
|
2024
Q2 | $339K | Buy |
4,144
+26
| +0.6% | +$2.13K | 0.03% | 247 |
|
|
2024
Q1 | $368K | Sell |
4,118
-6
| -0.1% | -$537 | 0.03% | 235 |
|
|
2023
Q4 | $340K | Sell |
4,124
-994
| -19% | -$81.9K | 0.03% | 219 |
|
|
2023
Q3 | $338K | Sell |
5,118
-31
| -0.6% | -$2.05K | 0.04% | 205 |
|
|
2023
Q2 | $375K | Buy |
5,149
+31
| +0.6% | +$2.26K | 0.04% | 182 |
|
|
2023
Q1 | $354K | Sell |
5,118
-992
| -16% | -$68.6K | 0.04% | 186 |
|
|
2022
Q4 | $350K | Sell |
6,110
-71
| -1% | -$4.06K | 0.04% | 191 |
|
|
2022
Q3 | $300K | Buy |
6,181
+29
| +0.5% | +$1.41K | 0.05% | 188 |
|
|
2022
Q2 | $336K | Buy |
6,152
+40
| +0.7% | +$2.19K | 0.05% | 186 |
|
|
2022
Q1 | $403K | Sell |
6,112
-16
| -0.3% | -$1.06K | 0.06% | 157 |
|
|
2021
Q4 | $526K | Sell |
6,128
-872
| -12% | -$74.8K | 0.08% | 136 |
|
|
2021
Q3 | $427K | Hold |
7,000
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $504K | Hold |
7,000
| – | – | 0.1% | 110 |
|
|
2021
Q1 | $473K | Hold |
7,000
| – | – | 0.1% | 112 |
|
|
2020
Q4 | $384K | Hold |
7,000
| – | – | 0.09% | 124 |
|
|
2020
Q3 | $370K | Hold |
7,000
| – | – | 0.11% | 112 |
|
|
2020
Q2 | $330K | Hold |
7,000
| – | – | 0.1% | 136 |
|
|
2020
Q1 | $265K | Hold |
7,000
| – | – | 0.1% | 166 |
|
|
2019
Q4 | $333K | Buy |
+7,000
| New | +$333K | 0.11% | 167 |
|