Tower Research Capital (TRC)’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 | $124K | Sell |
1,886
-6,616
| -78% | -$434K | ﹤0.01% | 2203 |
|
2025
Q1 | $558K | Buy |
8,502
+1,770
| +26% | +$116K | 0.02% | 772 |
|
2024
Q4 | $459K | Buy |
6,732
+3,766
| +127% | +$257K | 0.01% | 1131 |
|
2024
Q3 | $266K | Sell |
2,966
-157
| -5% | -$14.1K | 0.01% | 1356 |
|
2024
Q2 | $255K | Sell |
3,123
-3,952
| -56% | -$323K | ﹤0.01% | 1888 |
|
2024
Q1 | $633K | Sell |
7,075
-14,045
| -67% | -$1.26M | 0.02% | 739 |
|
2023
Q4 | $1.74M | Buy |
21,120
+14,963
| +243% | +$1.23M | 0.02% | 559 |
|
2023
Q3 | $407K | Buy |
6,157
+2,052
| +50% | +$136K | 0.01% | 988 |
|
2023
Q2 | $299K | Buy |
4,105
+162
| +4% | +$11.8K | 0.01% | 1287 |
|
2023
Q1 | $273K | Buy |
3,943
+1,294
| +49% | +$89.6K | 0.01% | 1192 |
|
2022
Q4 | $151K | Sell |
2,649
-6,884
| -72% | -$392K | 0.01% | 1507 |
|
2022
Q3 | $463K | Buy |
9,533
+4,185
| +78% | +$203K | 0.01% | 1207 |
|
2022
Q2 | $292K | Sell |
5,348
-8,198
| -61% | -$448K | 0.01% | 1504 |
|
2022
Q1 | $866K | Buy |
13,546
+9,912
| +273% | +$634K | 0.01% | 848 |
|
2021
Q4 | $312K | Sell |
3,634
-18,320
| -83% | -$1.57M | 0.01% | 1449 |
|
2021
Q3 | $1.34M | Buy |
21,954
+16,996
| +343% | +$1.04M | 0.03% | 394 |
|
2021
Q2 | $357K | Sell |
4,958
-13,891
| -74% | -$1M | 0.01% | 1456 |
|
2021
Q1 | $1.27M | Buy |
18,849
+11,626
| +161% | +$786K | 0.02% | 649 |
|
2020
Q4 | $396K | Buy |
7,223
+3,944
| +120% | +$216K | 0.01% | 1175 |
|
2020
Q3 | $173K | Sell |
3,279
-7,927
| -71% | -$418K | ﹤0.01% | 2701 |
|
2020
Q2 | $528K | Buy |
11,206
+8,622
| +334% | +$406K | 0.02% | 982 |
|
2020
Q1 | $98K | Buy |
2,584
+795
| +44% | +$30.2K | 0.01% | 998 |
|
2019
Q4 | $85K | Sell |
1,789
-3,892
| -69% | -$185K | 0.01% | 1031 |
|
2019
Q3 | $271K | Sell |
5,681
-4,440
| -44% | -$212K | 0.02% | 849 |
|
2019
Q2 | $477K | Buy |
10,121
+4,267
| +73% | +$201K | 0.03% | 481 |
|
2019
Q1 | $312K | Sell |
5,854
-8,219
| -58% | -$438K | 0.02% | 906 |
|
2018
Q4 | $601K | Buy |
14,073
+7,846
| +126% | +$335K | 0.04% | 375 |
|
2018
Q3 | $332K | Buy |
6,227
+3,833
| +160% | +$204K | 0.02% | 702 |
|
2018
Q2 | $142K | Buy |
+2,394
| New | +$142K | 0.01% | 1221 |
|
2018
Q1 | – | Sell |
-2,784
| Closed | -$171K | – | 3220 |
|
2017
Q4 | $171K | Buy |
2,784
+1,150
| +70% | +$70.6K | 0.02% | 623 |
|
2017
Q3 | $97K | Sell |
1,634
-191
| -10% | -$11.3K | 0.01% | 1388 |
|
2017
Q2 | $103K | Buy |
1,825
+1,655
| +974% | +$93.4K | 0.01% | 487 |
|
2017
Q1 | $9K | Sell |
170
-180
| -51% | -$9.53K | ﹤0.01% | 1826 |
|
2016
Q4 | $17K | Sell |
350
-12,104
| -97% | -$588K | ﹤0.01% | 2274 |
|
2016
Q3 | $615K | Buy |
12,454
+614
| +5% | +$30.3K | 0.06% | 136 |
|
2016
Q2 | $522K | Buy |
+11,840
| New | +$522K | 0.05% | 259 |
|
2016
Q1 | – | Sell |
-2,150
| Closed | -$82K | – | 4068 |
|
2015
Q4 | $82K | Buy |
2,150
+560
| +35% | +$21.4K | 0.01% | 358 |
|
2015
Q3 | $52K | Sell |
1,590
-4,192
| -73% | -$137K | 0.01% | 984 |
|
2015
Q2 | $208K | Buy |
5,782
+602
| +12% | +$21.7K | 0.02% | 351 |
|
2015
Q1 | $170K | Buy |
5,180
+3,218
| +164% | +$106K | 0.02% | 504 |
|
2014
Q4 | $55K | Sell |
1,962
-3,712
| -65% | -$104K | 0.01% | 969 |
|
2014
Q3 | $134K | Sell |
5,674
-7,364
| -56% | -$174K | 0.02% | 723 |
|
2014
Q2 | $323K | Buy |
13,038
+12,876
| +7,948% | +$319K | 0.04% | 418 |
|
2014
Q1 | $4K | Sell |
162
-610
| -79% | -$15.1K | ﹤0.01% | 3401 |
|
2013
Q4 | $21K | Sell |
772
-1,776
| -70% | -$48.3K | ﹤0.01% | 2270 |
|
2013
Q3 | $57K | Buy |
2,548
+1,662
| +188% | +$37.2K | 0.01% | 1791 |
|
2013
Q2 | $16K | Buy |
+886
| New | +$16K | ﹤0.01% | 1917 |
|