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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $277K | Buy |
4,206
+52
| +1% | +$3.75K | ﹤0.01% | 1839 |
|
|
2025
Q4 | $278K | Buy |
4,154
+3,905
| +1,568% | +$264K | ﹤0.01% | 1753 |
|
|
2025
Q3 | $18.3K | Sell |
249
-45
| -15% | -$3.21K | ﹤0.01% | 3132 |
|
|
2025
Q2 | $19.3K | Sell |
294
-176
| -37% | -$11.5K | ﹤0.01% | 2938 |
|
|
2025
Q1 | $30.7K | Buy |
470
+124
| +36% | +$8.38K | ﹤0.01% | 2619 |
|
|
2024
Q4 | $23.6K | Sell |
346
-17
| -5% | -$1.29K | ﹤0.01% | 2701 |
|
|
2024
Q3 | $32.6K | Buy |
363
+28
| +8% | +$2.32K | ﹤0.01% | 2443 |
|
|
2024
Q2 | $27.4K | Hold |
335
| – | – | ﹤0.01% | 2385 |
|
|
2024
Q1 | $30K | Buy |
335
+127
| +61% | +$10.5K | ﹤0.01% | 2343 |
|
|
2023
Q4 | $17.1K | Buy |
208
+13
| +7% | +$959 | ﹤0.01% | 2473 |
|
|
2023
Q3 | $12.9K | Hold |
195
| – | – | ﹤0.01% | 2487 |
|
|
2023
Q2 | $14.2K | Sell |
195
-119
| -38% | -$8.15K | ﹤0.01% | 2448 |
|
|
2023
Q1 | $21.7K | Buy |
314
+76
| +32% | +$4.94K | ﹤0.01% | 2214 |
|
|
2022
Q4 | $13.6K | Hold |
238
| – | – | ﹤0.01% | 2424 |
|
|
2022
Q3 | $12K | Hold |
238
| – | – | ﹤0.01% | 2433 |
|
|
2022
Q2 | $13K | Hold |
238
| – | – | ﹤0.01% | 2402 |
|
|
2022
Q1 | $15K | Sell |
238
-1,523
| -86% | -$111K | ﹤0.01% | 2481 |
|
|
2021
Q4 | $151K | Buy |
1,761
+1,491
| +552% | +$114K | ﹤0.01% | 1423 |
|
|
2021
Q3 | $16K | Sell |
270
-625
| -70% | -$43.7K | ﹤0.01% | 2408 |
|
|
2021
Q2 | $64K | Sell |
895
-176
| -16% | -$12.1K | ﹤0.01% | 2846 |
|
|
2021
Q1 | $72.4K | Buy |
1,071
+125
| +13% | +$7.6K | ﹤0.01% | 1792 |
|
|
2020
Q4 | $52K | Sell |
946
-335
| -26% | -$18.5K | ﹤0.01% | 1653 |
|
|
2020
Q3 | $68K | Buy |
1,281
+461
| +56% | +$23K | ﹤0.01% | 1365 |
|
|
2020
Q2 | $39K | Hold |
820
| – | – | ﹤0.01% | 1511 |
|
|
2020
Q1 | $31K | Hold |
820
| – | – | ﹤0.01% | 1442 |
|
|
2019
Q4 | $39K | Hold |
820
| – | – | ﹤0.01% | 1501 |
|
|
2019
Q3 | $39K | Buy |
820
+78
| +11% | +$3.61K | ﹤0.01% | 1452 |
|
|
2019
Q2 | $34K | Buy |
+742
| New | +$36.4K | ﹤0.01% | 1477 |
|
|
2018
Q4 | – | Sell |
-794
| Closed | -$42K | – | 839 |
|
|
2018
Q3 | $42K | Hold |
794
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q2 | $47K | Hold |
794
| – | – | ﹤0.01% | 1117 |
|
|
2018
Q1 | $50K | Hold |
794
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q4 | $48K | Buy |
794
+500
| +170% | +$30.3K | ﹤0.01% | 839 |
|
|
2017
Q3 | $17K | Hold |
294
| – | – | ﹤0.01% | 975 |
|
|
2017
Q2 | $16K | Hold |
294
| – | – | ﹤0.01% | 925 |
|
|
2017
Q1 | $15K | Hold |
294
| – | – | ﹤0.01% | 828 |
|
|
2016
Q4 | $13K | Buy |
+294
| New | +$14.2K | 0.01% | 509 |
|
Other funds holding AOS
VCM
VPM
