SevenBridge Financial Group’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
5,332
-576
| -10% | -$41.1K | 0.07% | 163 |
|
|
2025
Q1 | $416K | Sell |
5,908
-876
| -13% | -$61.7K | 0.08% | 161 |
|
|
2024
Q4 | $448K | Sell |
6,784
-150
| -2% | -$9.9K | 0.08% | 152 |
|
|
2024
Q3 | $521K | Sell |
6,934
-88
| -1% | -$6.61K | 0.1% | 138 |
|
|
2024
Q2 | $573K | Hold |
7,022
| – | – | 0.13% | 125 |
|
|
2024
Q1 | $592K | Hold |
7,022
| – | – | 0.13% | 123 |
|
|
2023
Q4 | $579K | Sell |
7,022
-110
| -2% | -$9.07K | 0.14% | 122 |
|
|
2023
Q3 | $472K | Sell |
7,132
-125
| -2% | -$8.27K | 0.12% | 127 |
|
|
2023
Q2 | $528K | Buy |
7,257
+1
| +0% | +$73 | 0.14% | 121 |
|
|
2023
Q1 | $502K | Sell |
7,256
-350
| -5% | -$24.2K | 0.14% | 121 |
|
|
2022
Q4 | $435K | Buy |
7,606
+1,881
| +33% | +$108K | 0.13% | 128 |
|
|
2022
Q3 | $278K | Buy |
5,725
+1,379
| +32% | +$67K | 0.09% | 144 |
|
|
2022
Q2 | $238K | Buy |
+4,346
| New | +$238K | 0.1% | 130 |
|
|
2019
Q3 | – | Sell |
-296
| Closed | -$14K | – | 162 |
|
|
2019
Q2 | $14K | Hold |
296
| – | – | 0.01% | 403 |
|
|
2019
Q1 | $16K | Hold |
296
| – | – | 0.01% | 348 |
|
|
2018
Q4 | $13K | Hold |
296
| – | – | 0.01% | 338 |
|
|
2018
Q3 | $16K | Hold |
296
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $18K | Hold |
296
| – | – | 0.01% | 355 |
|
|
2018
Q1 | $19K | Hold |
296
| – | – | 0.01% | 356 |
|
|
2017
Q4 | $18K | Hold |
296
| – | – | 0.01% | 383 |
|
|
2017
Q3 | $18K | Hold |
296
| – | – | 0.01% | 383 |
|
|
2017
Q2 | $17K | Hold |
296
| – | – | 0.01% | 395 |
|
|
2017
Q1 | $15K | Hold |
296
| – | – | 0.01% | 397 |
|
|
2016
Q4 | $15K | Sell |
296
-296
| -50% | -$15K | 0.01% | 392 |
|
|
2016
Q3 | $15K | Buy |
592
+296
| +100% | +$7.5K | 0.01% | 388 |
|
|
2016
Q2 | $13K | Buy |
+296
| New | +$13K | 0.01% | 472 |
|