Forum Financial Management’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
7,306
-384
| -5% | -$11.3K | ﹤0.01% | 868 |
|
|
2025
Q1 | $235K | Buy |
+7,690
| New | +$235K | ﹤0.01% | 728 |
|
|
2023
Q2 | – | Sell |
-4,792
| Closed | -$204K | – | 660 |
|
|
2023
Q1 | $204K | Buy |
4,792
+66
| +1% | +$2.81K | 0.01% | 565 |
|
|
2022
Q4 | $215K | Buy |
+4,726
| New | +$215K | 0.01% | 528 |
|
|
2022
Q3 | – | Sell |
-4,805
| Closed | -$219K | – | 544 |
|
|
2022
Q2 | $219K | Buy |
4,805
+79
| +2% | +$3.6K | 0.01% | 476 |
|
|
2022
Q1 | $425K | Hold |
4,726
| – | – | 0.02% | 279 |
|
|
2021
Q4 | $282K | Buy |
+4,726
| New | +$282K | 0.01% | 442 |
|