TFC Financial Management’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 | $462 | Hold |
7
| – | – | ﹤0.01% | 703 |
|
|
2025
Q1 | $460 | Hold |
7
| – | – | ﹤0.01% | 656 |
|
|
2024
Q4 | $480 | Hold |
7
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $632 | Sell |
7
-1
| -13% | -$90 | ﹤0.01% | 631 |
|
|
2024
Q2 | $658 | Buy |
8
+1
| +14% | +$82 | ﹤0.01% | 604 |
|
|
2024
Q1 | $630 | Hold |
7
| – | – | ﹤0.01% | 603 |
|
|
2023
Q4 | $580 | Hold |
7
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $466 | Hold |
7
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $513 | Hold |
7
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $487 | Hold |
7
| – | – | ﹤0.01% | 573 |
|
|
2022
Q4 | $403 | Hold |
7
| – | – | ﹤0.01% | 519 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 524 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 524 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 569 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 557 |
|
|
2020
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 531 |
|