USA Financial Formulas’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,102
| Closed | -$279K | – | 292 |
|
|
2024
Q3 | $279K | Sell |
3,102
-202
| -6% | -$18.1K | 0.04% | 127 |
|
|
2024
Q2 | $270K | Sell |
3,304
-510
| -13% | -$41.7K | 0.04% | 129 |
|
|
2024
Q1 | $341K | Sell |
3,814
-519
| -12% | -$46.4K | 0.06% | 132 |
|
|
2023
Q4 | $357K | Buy |
+4,333
| New | +$357K | 0.06% | 105 |
|
|
2022
Q3 | – | Sell |
-29
| Closed | -$2K | – | 299 |
|
|
2022
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 186 |
|
|
2021
Q1 | – | Sell |
-23,516
| Closed | -$1.29M | – | 335 |
|
|
2020
Q4 | $1.29M | Buy |
+23,516
| New | +$1.29M | 1.02% | 35 |
|
|
2015
Q3 | – | Sell |
-14,564
| Closed | -$524K | – | 101 |
|
|
2015
Q2 | $524K | Buy |
+14,564
| New | +$524K | 0.16% | 107 |
|