United Bank (Georgia)’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,125
| Closed | -$300K | – | 90 |
|
2023
Q2 | $300K | Hold |
4,125
| – | – | 0.17% | 84 |
|
2023
Q1 | $285K | Hold |
4,125
| – | – | 0.17% | 83 |
|
2022
Q4 | $236K | Sell |
4,125
-1,375
| -25% | -$78.7K | 0.14% | 82 |
|
2022
Q3 | $267K | Hold |
5,500
| – | – | 0.18% | 82 |
|
2022
Q2 | $301K | Hold |
5,500
| – | – | 0.19% | 80 |
|
2022
Q1 | $351K | Hold |
5,500
| – | – | 0.19% | 83 |
|
2021
Q4 | $472K | Hold |
5,500
| – | – | 0.25% | 77 |
|
2021
Q3 | $336K | Hold |
5,500
| – | – | 0.21% | 77 |
|
2021
Q2 | $396K | Hold |
5,500
| – | – | 0.27% | 73 |
|
2021
Q1 | $372K | Hold |
5,500
| – | – | 0.26% | 73 |
|
2020
Q4 | $302K | Hold |
5,500
| – | – | 0.22% | 76 |
|
2020
Q3 | $290K | Hold |
5,500
| – | – | 0.24% | 69 |
|
2020
Q2 | $259K | Hold |
5,500
| – | – | 0.24% | 70 |
|
2020
Q1 | $208K | Hold |
5,500
| – | – | 0.21% | 70 |
|
2019
Q4 | $262K | Hold |
5,500
| – | – | 0.18% | 71 |
|
2019
Q3 | $262K | Buy |
+5,500
| New | +$262K | 0.19% | 76 |
|