Thoroughbred Financial Services’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 | – | Sell |
-6,324
| Closed | -$413K | – | 557 |
|
|
2025
Q1 | $413K | Buy |
6,324
+640
| +11% | +$41.8K | 0.03% | 460 |
|
|
2024
Q4 | $387K | Sell |
5,684
-1,342
| -19% | -$91.4K | 0.02% | 478 |
|
|
2024
Q3 | $631K | Sell |
7,026
-1,523
| -18% | -$137K | 0.04% | 358 |
|
|
2024
Q2 | $699K | Buy |
+8,549
| New | +$699K | 0.05% | 327 |
|
|
2020
Q1 | – | Sell |
-9,480
| Closed | -$452K | – | 247 |
|
|
2019
Q4 | $452K | Sell |
9,480
-719
| -7% | -$34.3K | 0.15% | 160 |
|
|
2019
Q3 | $487K | Buy |
10,199
+256
| +3% | +$12.2K | 0.18% | 141 |
|
|
2019
Q2 | $469K | Buy |
9,943
+940
| +10% | +$44.3K | 0.18% | 121 |
|
|
2019
Q1 | $480K | Sell |
9,003
-248
| -3% | -$13.2K | 0.2% | 125 |
|
|
2018
Q4 | $395K | Buy |
+9,251
| New | +$395K | 0.19% | 119 |
|