SFSG
Sound Financial Strategies Group’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,053
| Closed | -$526K | – | 97 |
|
|
2025
Q1 | $526K | Sell |
8,053
-2,117
| -21% | -$138K | 0.47% | 81 |
|
|
2024
Q4 | $694K | Buy |
10,170
+1,732
| +21% | +$118K | 0.58% | 61 |
|
|
2024
Q3 | $758K | Buy |
8,438
+238
| +3% | +$21.4K | 0.61% | 48 |
|
|
2024
Q2 | $671K | Buy |
8,200
+204
| +3% | +$16.7K | 0.58% | 49 |
|
|
2024
Q1 | $715K | Sell |
7,996
-190
| -2% | -$17K | 0.59% | 18 |
|
|
2023
Q4 | $675K | Sell |
8,186
-5,063
| -38% | -$417K | 0.57% | 15 |
|
|
2023
Q3 | $876K | Sell |
13,249
-942
| -7% | -$62.3K | 0.72% | 32 |
|
|
2023
Q2 | $1.03M | Sell |
14,191
-1,777
| -11% | -$129K | 0.75% | 23 |
|
|
2023
Q1 | $1.1M | Sell |
15,968
-2,261
| -12% | -$156K | 0.74% | 13 |
|
|
2022
Q4 | $1.04M | Buy |
+18,229
| New | +$1.04M | 0.76% | 31 |
|
|
2022
Q1 | – | Sell |
-8,344
| Closed | -$716K | – | 70 |
|
|
2021
Q4 | $716K | Sell |
8,344
-262
| -3% | -$22.5K | 0.36% | 40 |
|
|
2021
Q3 | $526K | Buy |
8,606
+20
| +0.2% | +$1.22K | 0.26% | 71 |
|
|
2021
Q2 | $619K | Sell |
8,586
-230
| -3% | -$16.6K | 0.31% | 52 |
|
|
2021
Q1 | $596K | Buy |
+8,816
| New | +$596K | 0.31% | 50 |
|