Steward Partners Investment Advisory’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
Q2 | $19.3K | Sell |
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|
2025
Q1 | $30.7K | Buy |
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|
2024
Q4 | $23.6K | Sell |
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|
2024
Q3 | $32.6K | Buy |
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|
2024
Q2 | $27.4K | Hold |
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|
2024
Q1 | $30K | Buy |
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|
2023
Q4 | $17.1K | Buy |
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|
2023
Q3 | $12.9K | Hold |
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|
2023
Q2 | $14.2K | Sell |
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|
2023
Q1 | $21.7K | Buy |
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|
2022
Q4 | $13.6K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $151K | Buy |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $72.4K | Buy |
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|
2020
Q4 | $52K | Sell |
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|
2020
Q3 | $68K | Buy |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $39K | Buy |
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|
2019
Q2 | $34K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $42K | Hold |
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|
2018
Q2 | $47K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $48K | Buy |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $13K | Buy |
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