Fiduciary Alliance’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
31,012
+1,659
| +6% | +$49K | 0.07% | 234 |
|
|
2025
Q1 | $895K | Sell |
29,353
-1,004
| -3% | -$30.6K | 0.09% | 178 |
|
|
2024
Q4 | $1.15M | Buy |
+30,357
| New | +$1.15M | 0.12% | 153 |
|
|
2023
Q3 | – | Sell |
-2,299
| Closed | -$78K | – | 168 |
|
|
2023
Q2 | $78K | Buy |
+2,299
| New | +$78K | 0.02% | 246 |
|
|
2023
Q1 | – | Sell |
-2,299
| Closed | -$105K | – | 137 |
|
|
2022
Q4 | $105K | Buy |
+2,299
| New | +$105K | 0.03% | 159 |
|