SCA
Snowden Capital Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,280
| Closed | -$497K | – | 1197 |
|
|
2024
Q4 | $497K | Buy |
7,280
+345
| +5% | +$23.5K | 0.02% | 771 |
|
|
2024
Q3 | $623K | Sell |
6,935
-231
| -3% | -$20.8K | 0.02% | 677 |
|
|
2024
Q2 | $586K | Sell |
7,166
-258
| -3% | -$21.1K | 0.02% | 674 |
|
|
2024
Q1 | $664K | Sell |
7,424
-84
| -1% | -$7.52K | 0.02% | 637 |
|
|
2023
Q4 | $619K | Sell |
7,508
-322
| -4% | -$26.5K | 0.02% | 605 |
|
|
2023
Q3 | $518K | Sell |
7,830
-394
| -5% | -$26.1K | 0.02% | 639 |
|
|
2023
Q2 | $599K | Buy |
8,224
+22
| +0.3% | +$1.6K | 0.02% | 650 |
|
|
2023
Q1 | $567K | Buy |
8,202
+238
| +3% | +$16.5K | 0.02% | 670 |
|
|
2022
Q4 | $456K | Buy |
7,964
+645
| +9% | +$36.9K | 0.02% | 744 |
|
|
2022
Q3 | $355K | Buy |
7,319
+1,817
| +33% | +$88.1K | 0.02% | 820 |
|
|
2022
Q2 | $300K | Buy |
+5,502
| New | +$300K | 0.01% | 862 |
|
|
2017
Q1 | – | Sell |
-27,222
| Closed | -$1.29M | – | 340 |
|
|
2016
Q4 | $1.29M | Buy |
27,222
+13,738
| +102% | +$650K | 0.32% | 104 |
|
|
2016
Q3 | $1.33M | Buy |
13,484
+21
| +0.2% | +$2.08K | 0.36% | 94 |
|
|
2016
Q2 | $1.19M | Buy |
13,463
+166
| +1% | +$14.6K | 0.36% | 99 |
|
|
2016
Q1 | $1.01M | Buy |
+13,297
| New | +$1.01M | 0.35% | 110 |
|