Legacy Financial Strategies, LLC Smith A O Corp Transaction History

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 39,896 shares of AOS stock, worth $2.6 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
39,896
Previous 38,848 2.7%
Holding current value
$2.6 Million
Previous $2.65 Million 1.59%
% of portfolio
0.58%
Previous 0.57%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$65.16 - $72.69 $68,287 - $76,179
1,048 Added 2.7%
39,896 $2.61 Million
Q4 2024

Jan 28, 2025
SELL
$68.02 - $88.94 $26,459 - $34,597
-389 Reduced 0.99%
38,848 $2.65 Million
Q3 2024

Oct 18, 2024
BUY
$76.95 - $91.98 $2,616 - $3,127
34 Added 0.09%
39,237 $3.52 Million
Q2 2024

Jul 10, 2024
BUY
$80.88 - $89.08 $242,235 - $266,794
2,995 Added 8.27%
39,203 $3.21 Million
Q1 2024

Apr 10, 2024
SELL
$77.09 - $89.88 $148,398 - $173,019
-1,925 Reduced 5.05%
36,208 $3.24 Million
Q4 2023

Feb 01, 2024
SELL
$65.19 - $82.44 $15,319 - $19,373
-235 Reduced 0.61%
38,133 $3.14 Million
Q3 2023

Nov 13, 2023
BUY
$64.47 - $76.64 $77,364 - $91,968
1,200 Added 3.23%
38,368 $2.54 Million
Q2 2023

Jul 28, 2023
BUY
$63.94 - $72.78 $182,292 - $207,495
2,851 Added 8.31%
37,168 $2.71 Million
Q1 2023

May 10, 2023
BUY
$57.79 - $70.4 $177,704 - $216,480
3,075 Added 9.84%
34,317 $2.37 Million
Q4 2022

Feb 15, 2023
BUY
$48.76 - $61.92 $116,390 - $147,803
2,387 Added 8.27%
31,242 $1.79 Million
Q3 2022

Nov 08, 2022
BUY
$48.58 - $64.33 $177,025 - $234,418
3,644 Added 14.45%
28,855 $1.4 Million
Q2 2022

Aug 09, 2022
BUY
$52.89 - $67.06 $107,578 - $136,400
2,034 Added 8.78%
25,211 $1.38 Million
Q1 2022

May 06, 2022
SELL
$63.89 - $84.96 $28,686 - $38,147
-449 Reduced 1.9%
23,177 $1.48 Million
Q4 2021

Jan 31, 2022
BUY
$61.17 - $85.85 $31,074 - $43,611
508 Added 2.2%
23,626 $2.03 Million
Q3 2021

Nov 15, 2021
BUY
$61.07 - $73.71 $84,887 - $102,456
1,390 Added 6.4%
23,118 $1.41 Million
Q2 2021

Aug 02, 2021
BUY
$66.05 - $72.25 $63,077 - $68,998
955 Added 4.6%
21,728 $1.57 Million
Q1 2021

May 07, 2021
BUY
$53.19 - $69.49 $32,765 - $42,805
616 Added 3.06%
20,773 $1.4 Million
Q4 2020

Feb 04, 2021
BUY
$51.46 - $57.96 $4,528 - $5,100
88 Added 0.44%
20,157 $1.11 Million
Q3 2020

Nov 03, 2020
BUY
$46.3 - $53.73 $31,761 - $36,858
686 Added 3.54%
20,069 $1.06 Million
Q2 2020

Aug 14, 2020
BUY
$35.61 - $52.0 $40,524 - $59,176
1,138 Added 6.24%
19,383 $913,000
Q1 2020

May 04, 2020
BUY
$34.75 - $48.54 $60,638 - $84,702
1,745 Added 10.58%
18,245 $690,000
Q4 2019

Jan 27, 2020
BUY
$45.0 - $52.08 $71,145 - $82,338
1,581 Added 10.6%
16,500 $786,000
Q3 2019

Nov 01, 2019
BUY
$43.41 - $51.71 $48,706 - $58,018
1,122 Added 8.13%
14,919 $766,000
Q2 2019

Jul 15, 2019
BUY
$40.5 - $56.49 $26,325 - $36,718
650 Added 4.94%
13,797 $611,000
Q1 2019

May 08, 2019
BUY
$42.42 - $53.34 $245,187 - $308,305
5,780 Added 78.46%
13,147 $701,000
Q4 2018

Feb 15, 2019
SELL
$41.41 - $53.86 $61,203 - $79,605
-1,478 Reduced 16.71%
7,367 $315,000
Q3 2018

Nov 14, 2018
BUY
$53.37 - $61.39 $99,374 - $114,308
1,862 Added 26.66%
8,845 $404,000
Q2 2018

Aug 14, 2018
BUY
$58.54 - $65.86 $408,784 - $459,900
6,983 New
6,983 $413,000

Others Institutions Holding AOS

# of Institutions
699
Shares Held
113M
Call Options Held
837K
Put Options Held
252K
View Full List

About SMITH A O CORP

AOS Quotes by TradingView
  • Ticker AOS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 126,870,000
  • Market Cap $8.27B
  • Description
  • A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and...
More about AOS
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