Sonora Investment Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $17K | Buy |
281
+12
| +4% | +$726 | ﹤0.01% | 659 |
|
|
2021
Q2 | $19K | Buy |
269
+12
| +5% | +$848 | ﹤0.01% | 577 |
|
|
2021
Q1 | $17K | Buy |
257
+11
| +4% | +$728 | ﹤0.01% | 1039 |
|
|
2020
Q4 | $13K | Buy |
246
+46
| +23% | +$2.43K | ﹤0.01% | 1071 |
|
|
2020
Q3 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 1140 |
|
|
2015
Q4 | – | Sell |
-242
| Closed | -$8K | – | 799 |
|
|
2015
Q3 | $8K | Buy |
+242
| New | +$8K | ﹤0.01% | 547 |
|