Sowell Financial Services’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
Q2 | – | Sell |
-1,615
| Closed | -$115K | – | 627 |
|
|
2021
Q1 | $115K | Sell |
1,615
-602
| -27% | -$42.9K | ﹤0.01% | 1306 |
|
|
2020
Q4 | $122K | Sell |
2,217
-2,002
| -47% | -$110K | 0.01% | 1070 |
|
|
2020
Q3 | $223K | Sell |
4,219
-316
| -7% | -$16.7K | 0.01% | 693 |
|
|
2020
Q2 | $214K | Buy |
4,535
+164
| +4% | +$7.74K | 0.01% | 695 |
|
|
2020
Q1 | $165K | Buy |
4,371
+3,780
| +640% | +$143K | 0.01% | 702 |
|
|
2019
Q4 | $28K | Sell |
591
-129
| -18% | -$6.11K | ﹤0.01% | 1319 |
|
|
2019
Q3 | $34K | Buy |
+720
| New | +$34K | ﹤0.01% | 1107 |
|