Greenleaf Trust’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,055
| Closed | -$267K | – | 798 |
|
|
2024
Q4 | $267K | Sell |
7,055
-478
| -6% | -$18.1K | ﹤0.01% | 696 |
|
|
2024
Q3 | $291K | Buy |
7,533
+1,757
| +30% | +$67.8K | ﹤0.01% | 677 |
|
|
2024
Q2 | $230K | Buy |
+5,776
| New | +$230K | ﹤0.01% | 710 |
|
|
2022
Q2 | – | Sell |
-3,192
| Closed | -$287K | – | 714 |
|
|
2022
Q1 | $287K | Buy |
+3,192
| New | +$287K | ﹤0.01% | 611 |
|