Corient Private Wealth’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $295K | Sell |
10,007
-2,315
| -19% | -$68.3K | ﹤0.01% | 2080 |
|
2025
Q1 | $376K | Sell |
12,322
-9,280
| -43% | -$283K | ﹤0.01% | 1736 |
|
2024
Q4 | $816K | Buy |
21,602
+948
| +5% | +$35.8K | ﹤0.01% | 1393 |
|
2024
Q3 | $797K | Buy |
20,654
+7,855
| +61% | +$303K | ﹤0.01% | 1488 |
|
2024
Q2 | $509K | Buy |
12,799
+6,857
| +115% | +$273K | ﹤0.01% | 1627 |
|
2024
Q1 | $201K | Buy |
+5,942
| New | +$201K | ﹤0.01% | 2096 |
|