Creative Planning’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
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|
2025
Q1 | $891K | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $949K | Buy |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $367K | Sell |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $643K | Buy |
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|
2022
Q4 | $582K | Buy |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $857K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $217K | Buy |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $257K | Sell |
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|
2018
Q2 | $832K | Sell |
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|
2018
Q1 | $799K | Sell |
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|
2017
Q4 | $993K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $183K | Sell |
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|
2017
Q1 | $244K | Buy |
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|
2016
Q4 | $164K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $729K | Sell |
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|
2016
Q1 | $1.25M | Sell |
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|
2015
Q4 | $1.93M | Buy |
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|
2015
Q3 | $1.88M | Buy |
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|
2015
Q2 | $2.13M | Buy |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $322K | Sell |
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|
2014
Q2 | $1.71M | Buy |
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|
2014
Q1 | $932K | Sell |
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|
2013
Q4 | $868K | Buy |
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|
2013
Q3 | $518K | Buy |
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|
2013
Q2 | $462K | Buy |
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