Summit Securities Group’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 | $5.11K | Sell |
78
-901
| -92% | -$59.1K | ﹤0.01% | 840 |
|
|
2025
Q1 | $64K | Buy |
+979
| New | +$64K | 0.01% | 184 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 312 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 454 |
|
|
2023
Q3 | – | Sell |
-162
| Closed | -$12K | – | 398 |
|
|
2023
Q2 | $12K | Sell |
162
-88
| -35% | -$6.52K | ﹤0.01% | 615 |
|
|
2023
Q1 | $17K | Buy |
250
+123
| +97% | +$8.36K | ﹤0.01% | 510 |
|
|
2022
Q4 | $7K | Buy |
127
+126
| +12,600% | +$6.95K | ﹤0.01% | 829 |
|
|
2022
Q3 | $0 | Sell |
1
-272
| -100% | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $15K | Buy |
273
+219
| +406% | +$12K | ﹤0.01% | 606 |
|
|
2022
Q1 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 771 |
|