SOA Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Buy |
292
+154
| +112% | +$10.1K | ﹤0.01% | 508 |
|
|
2025
Q1 | $9.03K | Hold |
138
| – | – | ﹤0.01% | 572 |
|
|
2024
Q4 | $9.42K | Hold |
138
| – | – | ﹤0.01% | 548 |
|
|
2024
Q3 | $12.4K | Hold |
138
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $11.3K | Hold |
138
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $12.4K | Hold |
138
| – | – | ﹤0.01% | 509 |
|
|
2023
Q4 | $11.4K | Hold |
138
| – | – | ﹤0.01% | 511 |
|
|
2023
Q3 | $9.13K | Hold |
138
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $10K | Hold |
138
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $9.55K | Hold |
138
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $7.9K | Sell |
138
-4
| -3% | -$229 | ﹤0.01% | 557 |
|
|
2022
Q3 | $6K | Hold |
142
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $7K | Sell |
142
-53
| -27% | -$2.61K | ﹤0.01% | 540 |
|
|
2022
Q1 | $12K | Hold |
195
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $16K | Hold |
195
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $11K | Buy |
195
+136
| +231% | +$7.67K | ﹤0.01% | 562 |
|
|
2021
Q2 | $4K | Buy |
59
+6
| +11% | +$407 | ﹤0.01% | 683 |
|
|
2021
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 669 |
|