EP
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Edgestream Partners’s Alcoa AA Stock Holding History

Edgestream Partners’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Sell
15,582
-51,681
-77% -$3.17M 0.03% 625
2025
Q4 		$3.57M Buy
+67,263
New +$2.75M 0.1% 362
2025
Q1 		– Sell
-27,730
Closed -$1.05M – 814
2024
Q4 		$1.05M Buy
+27,730
New +$1.15M 0.04% 559
2024
Q3 		– Sell
-32,567
Closed -$1.3M – 814
2024
Q2 		$1.3M Sell
32,567
-58,101
-64% -$2.25M 0.06% 459
2024
Q1 		$3.06M Buy
+90,668
New +$2.65M 0.15% 227
2023
Q1 		– Sell
-22,115
Closed -$1.01M – 535
2022
Q4 		$1.01M Sell
22,115
-1,200
-5% -$52.2K 0.11% 261
2022
Q3 		$785K Buy
+23,315
New +$1.09M 0.06% 300

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