Truist Financial’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.19M | Buy |
124,226
+1,873
| +2% | +$135K | 0.01% | 667 |
|
|
2025
Q4 | $8.18M | Buy |
122,353
+16,334
| +15% | +$1.1M | 0.01% | 668 |
|
|
2025
Q3 | $7.78M | Buy |
106,019
+5,361
| +5% | +$383K | 0.01% | 701 |
|
|
2025
Q2 | $6.6M | Sell |
100,658
-2,604
| -3% | -$170K | 0.01% | 730 |
|
|
2025
Q1 | $6.75M | Buy |
103,262
+93,293
| +936% | +$6.3M | 0.01% | 704 |
|
|
2024
Q4 | $680K | Sell |
9,969
-3,006
| -23% | -$228K | ﹤0.01% | 1732 |
|
|
2024
Q3 | $1.17M | Sell |
12,975
-869
| -6% | -$71.9K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $1.13M | Buy |
13,844
+193
| +1% | +$16.3K | ﹤0.01% | 1543 |
|
|
2024
Q1 | $1.22M | Buy |
13,651
+10,567
| +343% | +$872K | ﹤0.01% | 1517 |
|
|
2023
Q4 | $254K | Buy |
3,084
+42
| +1% | +$3.1K | ﹤0.01% | 2401 |
|
|
2023
Q3 | $201K | Sell |
3,042
-191
| -6% | -$13.6K | ﹤0.01% | 2445 |
|
|
2023
Q2 | $235K | Sell |
3,233
-2,126
| -40% | -$146K | ﹤0.01% | 2369 |
|
|
2023
Q1 | $371K | Sell |
5,359
-9,398
| -64% | -$611K | ﹤0.01% | 2152 |
|
|
2022
Q4 | $845K | Buy |
14,757
+1,391
| +10% | +$77.8K | ﹤0.01% | 1637 |
|
|
2022
Q3 | $650K | Sell |
13,366
-2,834
| -17% | -$163K | ﹤0.01% | 1690 |
|
|
2022
Q2 | $885K | Sell |
16,200
-1,744
| -10% | -$105K | ﹤0.01% | 1611 |
|
|
2022
Q1 | $1.15M | Buy |
17,944
+12,548
| +233% | +$913K | ﹤0.01% | 1566 |
|
|
2021
Q4 | $464K | Buy |
5,396
+201
| +4% | +$15.3K | ﹤0.01% | 2060 |
|
|
2021
Q3 | $317K | Sell |
5,195
-417
| -7% | -$29.1K | ﹤0.01% | 2309 |
|
|
2021
Q2 | $405K | Sell |
5,612
-1,193
| -18% | -$82.3K | ﹤0.01% | 2198 |
|
|
2021
Q1 | $460K | Sell |
6,805
-15,131
| -69% | -$920K | ﹤0.01% | 2012 |
|
|
2020
Q4 | $1.2M | Buy |
21,936
+596
| +3% | +$32.9K | ﹤0.01% | 1385 |
|
|
2020
Q3 | $1.13M | Buy |
21,340
+640
| +3% | +$32K | ﹤0.01% | 1317 |
|
|
2020
Q2 | $975K | Sell |
20,700
-958
| -4% | -$41.8K | ﹤0.01% | 1309 |
|
|
2020
Q1 | $819K | Buy |
21,658
+12,062
| +126% | +$514K | ﹤0.01% | 1336 |
|
|
2019
Q4 | $457K | Buy |
+9,596
| New | +$465K | ﹤0.01% | 1919 |
|
|
2017
Q2 | – | Sell |
-4,037
| Closed | -$207K | – | 788 |
|
|
2017
Q1 | $207K | Sell |
4,037
-1,331
| -25% | -$66K | ﹤0.01% | 776 |
|
|
2016
Q4 | $254K | Buy |
5,368
+2
| +0% | +$96 | 0.01% | 744 |
|
|
2016
Q3 | $265K | Buy |
5,366
+300
| +6% | +$14K | 0.01% | 722 |
|
|
2016
Q2 | $223K | Sell |
5,066
-1,046
| -17% | -$42.2K | ﹤0.01% | 770 |
|
|
2016
Q1 | $233K | Buy |
6,112
+218
| +4% | +$7.62K | 0.01% | 703 |
|
|
2015
Q4 | $225K | Buy |
+5,894
| New | +$222K | 0.01% | 703 |
|
Other funds holding AOS
VCM
VPM
