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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $401K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $675K | Sell |
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $716K | Sell |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $596K | Buy |
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