Stifel Financial’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Buy |
250,998
+8,748
| +4% | +$574K | 0.02% | 670 |
|
|
2025
Q1 | $15.8M | Sell |
242,250
-6,661
| -3% | -$435K | 0.02% | 655 |
|
|
2024
Q4 | $17M | Sell |
248,911
-5,412
| -2% | -$369K | 0.02% | 626 |
|
|
2024
Q3 | $22.8M | Buy |
254,323
+3,518
| +1% | +$316K | 0.02% | 534 |
|
|
2024
Q2 | $20.5M | Buy |
250,805
+168,474
| +205% | +$13.8M | 0.02% | 534 |
|
|
2024
Q1 | $7.37M | Sell |
82,331
-11,024
| -12% | -$986K | 0.01% | 933 |
|
|
2023
Q4 | $7.7M | Sell |
93,355
-407
| -0.4% | -$33.6K | 0.01% | 882 |
|
|
2023
Q3 | $6.2M | Sell |
93,762
-396
| -0.4% | -$26.2K | 0.01% | 930 |
|
|
2023
Q2 | $6.85M | Sell |
94,158
-900
| -0.9% | -$65.5K | 0.01% | 887 |
|
|
2023
Q1 | $6.57M | Buy |
95,058
+3,195
| +3% | +$221K | 0.01% | 867 |
|
|
2022
Q4 | $5.26M | Buy |
91,863
+11,979
| +15% | +$686K | 0.01% | 960 |
|
|
2022
Q3 | $3.88M | Buy |
79,884
+473
| +0.6% | +$23K | 0.01% | 1058 |
|
|
2022
Q2 | $4.34M | Sell |
79,411
-3,283
| -4% | -$180K | 0.01% | 1040 |
|
|
2022
Q1 | $5.28M | Sell |
82,694
-16,470
| -17% | -$1.05M | 0.01% | 1030 |
|
|
2021
Q4 | $8.51M | Sell |
99,164
-2,799
| -3% | -$240K | 0.01% | 812 |
|
|
2021
Q3 | $6.23M | Sell |
101,963
-2,352
| -2% | -$144K | 0.01% | 906 |
|
|
2021
Q2 | $7.52M | Sell |
104,315
-44,526
| -30% | -$3.21M | 0.01% | 817 |
|
|
2021
Q1 | $10.1M | Buy |
148,841
+5,727
| +4% | +$387K | 0.02% | 654 |
|
|
2020
Q4 | $7.85M | Buy |
143,114
+5,384
| +4% | +$295K | 0.01% | 673 |
|
|
2020
Q3 | $7.27M | Sell |
137,730
-6,048
| -4% | -$319K | 0.02% | 632 |
|
|
2020
Q2 | $6.77M | Buy |
143,778
+14,212
| +11% | +$669K | 0.02% | 632 |
|
|
2020
Q1 | $4.94M | Sell |
129,566
-2,550
| -2% | -$97.2K | 0.01% | 674 |
|
|
2019
Q4 | $6.3M | Sell |
132,116
-9,255
| -7% | -$441K | 0.01% | 789 |
|
|
2019
Q3 | $6.74M | Buy |
141,371
+3,594
| +3% | +$171K | 0.02% | 703 |
|
|
2019
Q2 | $6.49M | Buy |
137,777
+3,893
| +3% | +$183K | 0.02% | 745 |
|
|
2019
Q1 | $7.13M | Buy |
133,884
+56,442
| +73% | +$3M | 0.02% | 660 |
|
|
2018
Q4 | $3.27M | Buy |
77,442
+2,572
| +3% | +$109K | 0.01% | 940 |
|
|
2018
Q3 | $4.01M | Buy |
74,870
+10,705
| +17% | +$573K | 0.01% | 922 |
|
|
2018
Q2 | $3.8M | Sell |
64,165
-711
| -1% | -$42.1K | 0.01% | 920 |
|
|
2018
Q1 | $4.13M | Buy |
64,876
+56,476
| +672% | +$3.6M | 0.01% | 874 |
|
|
2017
Q4 | $514K | Sell |
8,400
-171
| -2% | -$10.5K | ﹤0.01% | 1893 |
|
|
2017
Q3 | $509K | Sell |
8,571
-76
| -0.9% | -$4.51K | ﹤0.01% | 1875 |
|
|
2017
Q2 | $487K | Sell |
8,647
-831
| -9% | -$46.8K | ﹤0.01% | 1886 |
|
|
2017
Q1 | $484K | Buy |
9,478
+203
| +2% | +$10.4K | ﹤0.01% | 1834 |
|
|
2016
Q4 | $439K | Sell |
9,275
-8,735
| -49% | -$413K | ﹤0.01% | 1847 |
|
|
2016
Q3 | $880K | Buy |
18,010
+1,282
| +8% | +$62.6K | ﹤0.01% | 1407 |
|
|
2016
Q2 | $737K | Sell |
16,728
-652
| -4% | -$28.7K | ﹤0.01% | 1526 |
|
|
2016
Q1 | $663K | Buy |
17,380
+1,928
| +12% | +$73.5K | ﹤0.01% | 1440 |
|
|
2015
Q4 | $592K | Buy |
15,452
+8,920
| +137% | +$342K | ﹤0.01% | 1570 |
|
|
2015
Q3 | $213K | Sell |
6,532
-556
| -8% | -$18.1K | ﹤0.01% | 1992 |
|
|
2015
Q2 | $253K | Sell |
7,088
-4,876
| -41% | -$174K | ﹤0.01% | 2046 |
|
|
2015
Q1 | $393K | Sell |
11,964
-34,712
| -74% | -$1.14M | ﹤0.01% | 1749 |
|
|
2014
Q4 | $1.32M | Buy |
46,676
+20,092
| +76% | +$566K | 0.01% | 1126 |
|
|
2014
Q3 | $628K | Buy |
26,584
+240
| +0.9% | +$5.67K | 0.01% | 1391 |
|
|
2014
Q2 | $653K | Sell |
26,344
-540
| -2% | -$13.4K | 0.01% | 1336 |
|
|
2014
Q1 | $619K | Buy |
+26,884
| New | +$619K | 0.01% | 1320 |
|