Cerity Partners’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
45,573
+15,557
| +52% | +$459K | ﹤0.01% | 1390 |
|
|
2025
Q1 | $915K | Buy |
30,016
+10,558
| +54% | +$322K | ﹤0.01% | 1462 |
|
|
2024
Q4 | $746K | Sell |
19,458
-6,748
| -26% | -$259K | ﹤0.01% | 1555 |
|
|
2024
Q3 | $1.01M | Buy |
26,206
+10,314
| +65% | +$398K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $632K | Sell |
15,892
-7,081
| -31% | -$282K | ﹤0.01% | 1425 |
|
|
2024
Q1 | $776K | Buy |
+22,973
| New | +$776K | ﹤0.01% | 1395 |
|
|
2023
Q2 | – | Sell |
-2,612
| Closed | -$753K | – | 1628 |
|
|
2023
Q1 | $753K | Buy |
+2,612
| New | +$753K | ﹤0.01% | 1105 |
|