Sound Financial Strategies Group’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
2026 Q1	$238K	Sell	3,610 -2,392	-40%	-$172K	0.16%	102
2025 Q4	$401K	Buy	+6,002	New	+$406K	0.28%	97
2025 Q2	–	Sell	-8,053	Closed	-$526K	–	97
2025 Q1	$526K	Sell	8,053 -2,117	-21%	-$143K	0.47%	81
2024 Q4	$694K	Buy	10,170 +1,732	+21%	+$131K	0.58%	61
2024 Q3	$758K	Buy	8,438 +238	+3%	+$19.7K	0.61%	48
2024 Q2	$671K	Buy	8,200 +204	+3%	+$17.3K	0.58%	49
2024 Q1	$715K	Sell	7,996 -190	-2%	-$15.7K	0.59%	18
2023 Q4	$675K	Sell	8,186 -5,063	-38%	-$373K	0.57%	15
2023 Q3	$876K	Sell	13,249 -942	-7%	-$66.9K	0.72%	32
2023 Q2	$1.03M	Sell	14,191 -1,777	-11%	-$122K	0.75%	23
2023 Q1	$1.1M	Sell	15,968 -2,261	-12%	-$147K	0.74%	13
2022 Q4	$1.04M	Buy	+18,229	New	+$1.02M	0.76%	31
2022 Q1	–	Sell	-8,344	Closed	-$716K	–	70
2021 Q4	$716K	Sell	8,344 -262	-3%	-$20K	0.36%	40
2021 Q3	$526K	Buy	8,606 +20	+0.2%	+$1.4K	0.26%	71
2021 Q2	$619K	Sell	8,586 -230	-3%	-$15.9K	0.31%	52
2021 Q1	$596K	Buy	+8,816	New	+$536K	0.31%	50