Summit 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 Q1	–	Sell	-4,487	Closed	-$306K	–	708
2024 Q4	$306K	Buy	4,487 +2,041	+83%	+$139K	0.01%	535
2024 Q3	$220K	Sell	2,446 -160	-6%	-$14.4K	0.01%	506
2024 Q2	$213K	Buy	+2,606	New	+$213K	0.01%	470