SA
SRN Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
10,807
+602
| +6% | +$39.5K | 0.65% | 73 |
|
|
2025
Q1 | $667K | Sell |
10,205
-312
| -3% | -$20.4K | 0.75% | 75 |
|
|
2024
Q4 | $717K | Sell |
10,517
-157
| -1% | -$10.7K | 0.64% | 87 |
|
|
2024
Q3 | $959K | Sell |
10,674
-432
| -4% | -$38.8K | 0.85% | 58 |
|
|
2024
Q2 | $908K | Hold |
11,106
| – | – | 0.76% | 67 |
|
|
2024
Q1 | $994K | Buy |
11,106
+540
| +5% | +$48.3K | 0.78% | 71 |
|
|
2023
Q4 | $871K | Buy |
+10,566
| New | +$871K | 0.78% | 64 |
|