SCP
Seizert Capital Partners’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.27M | Sell |
110,900
-4,728
| -4% | -$310K | 0.32% | 59 |
|
|
2025
Q1 | $7.56M | Buy |
115,628
+17,924
| +18% | +$1.17M | 0.35% | 53 |
|
|
2024
Q4 | $6.66M | Sell |
97,704
-6,030
| -6% | -$411K | 0.3% | 61 |
|
|
2024
Q3 | $9.32M | Buy |
103,734
+5,521
| +6% | +$496K | 0.42% | 56 |
|
|
2024
Q2 | $8.03M | Buy |
+98,213
| New | +$8.03M | 0.4% | 56 |
|