SOA Wealth Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $157 | Sell |
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|
2025
Q2 | $19.2K | Buy |
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|
2025
Q1 | $9.03K | Hold |
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|
2024
Q4 | $9.42K | Hold |
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|
2024
Q3 | $12.4K | Hold |
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|
2024
Q2 | $11.3K | Hold |
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|
2024
Q1 | $12.4K | Hold |
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|
2023
Q4 | $11.4K | Hold |
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|
2023
Q3 | $9.13K | Hold |
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|
2023
Q2 | $10K | Hold |
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|
2023
Q1 | $9.55K | Hold |
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|
2022
Q4 | $7.9K | Sell |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $4K | Buy |
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|
2021
Q1 | $3K | Buy |
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