SeaCrest Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,789
| Closed | -$251K | – | 656 |
|
|
2024
Q3 | $251K | Sell |
2,789
-33
| -1% | -$2.96K | 0.03% | 549 |
|
|
2024
Q2 | $231K | Buy |
2,822
+75
| +3% | +$6.13K | 0.03% | 543 |
|
|
2024
Q1 | $246K | Sell |
2,747
-29
| -1% | -$2.59K | 0.03% | 507 |
|
|
2023
Q4 | $219K | Buy |
+2,776
| New | +$219K | 0.03% | 551 |
|
|
2023
Q3 | – | Sell |
-2,862
| Closed | -$208K | – | 623 |
|
|
2023
Q2 | $208K | Buy |
+2,862
| New | +$208K | 0.03% | 564 |
|
|
2022
Q3 | – | Sell |
-2,503
| Closed | -$137K | – | 670 |
|
|
2022
Q2 | $137K | Buy |
+2,503
| New | +$137K | 0.02% | 743 |
|
|
2022
Q1 | – | Sell |
-2,525
| Closed | -$217K | – | 715 |
|
|
2021
Q4 | $217K | Buy |
+2,525
| New | +$217K | 0.02% | 620 |
|
|
2019
Q2 | – | Sell |
-76
| Closed | -$4K | – | 590 |
|
|
2019
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 1755 |
|
|
2018
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 1804 |
|