JFS Wealth Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08K | Buy |
172
+18
| +12% | +$531 | ﹤0.01% | 1083 |
|
|
2025
Q1 | $4.7K | Buy |
154
+10
| +7% | +$305 | ﹤0.01% | 1148 |
|
|
2024
Q4 | $5.44K | Buy |
144
+6
| +4% | +$227 | ﹤0.01% | 1098 |
|
|
2024
Q3 | $5.33K | Buy |
138
+4
| +3% | +$154 | ﹤0.01% | 1097 |
|
|
2024
Q2 | $5.33K | Buy |
134
+16
| +14% | +$637 | ﹤0.01% | 1042 |
|
|
2024
Q1 | $3.99K | Sell |
118
-21
| -15% | -$710 | ﹤0.01% | 1181 |
|
|
2023
Q4 | $4.73K | Buy |
139
+90
| +184% | +$3.06K | ﹤0.01% | 1082 |
|
|
2023
Q3 | $1.42K | Sell |
49
-94
| -66% | -$2.73K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $4.85K | Sell |
143
-65
| -31% | -$2.21K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $8.85K | Buy |
208
+32
| +18% | +$1.36K | ﹤0.01% | 753 |
|
|
2022
Q4 | $8K | Buy |
176
+94
| +115% | +$4.27K | ﹤0.01% | 798 |
|
|
2022
Q3 | $3K | Sell |
82
-146
| -64% | -$5.34K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $10K | Buy |
228
+43
| +23% | +$1.89K | ﹤0.01% | 750 |
|
|
2022
Q1 | $17K | Buy |
185
+83
| +81% | +$7.63K | ﹤0.01% | 638 |
|
|
2021
Q4 | $6K | Buy |
102
+56
| +122% | +$3.29K | ﹤0.01% | 753 |
|
|
2021
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 543 |
|
|
2021
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 558 |
|
|
2020
Q4 | $1K | Sell |
46
-60
| -57% | -$1.3K | ﹤0.01% | 549 |
|
|
2020
Q3 | $1K | Hold |
106
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $1K | Hold |
106
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $1K | Sell |
106
-105
| -50% | -$991 | ﹤0.01% | 459 |
|
|
2019
Q4 | $5K | Sell |
211
-31
| -13% | -$735 | ﹤0.01% | 400 |
|
|
2019
Q3 | $5K | Buy |
242
+136
| +128% | +$2.81K | ﹤0.01% | 398 |
|
|
2019
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 429 |
|
|
2019
Q1 | $3K | Hold |
106
| – | – | ﹤0.01% | 416 |
|
|
2018
Q4 | $3K | Hold |
106
| – | – | ﹤0.01% | 403 |
|
|
2018
Q3 | $4K | Hold |
106
| – | – | ﹤0.01% | 461 |
|
|
2018
Q2 | $5K | Sell |
106
-155
| -59% | -$7.31K | ﹤0.01% | 407 |
|
|
2018
Q1 | $12K | Hold |
261
| – | – | ﹤0.01% | 355 |
|
|
2017
Q4 | $14K | Hold |
261
| – | – | ﹤0.01% | 356 |
|
|
2017
Q3 | $12K | Hold |
261
| – | – | ﹤0.01% | 360 |
|
|
2017
Q2 | $9K | Hold |
261
| – | – | ﹤0.01% | 343 |
|
|
2017
Q1 | $7K | Hold |
261
| – | – | ﹤0.01% | 369 |
|
|
2016
Q4 | $7K | Sell |
261
-856
| -77% | -$23K | ﹤0.01% | 369 |
|
|
2016
Q3 | $27K | Buy |
1,117
+127
| +13% | +$3.07K | 0.01% | 287 |
|
|
2016
Q2 | $22K | Hold |
990
| – | – | 0.01% | 313 |
|
|
2016
Q1 | $23K | Buy |
990
+1
| +0.1% | +$23 | 0.01% | 308 |
|
|
2015
Q4 | $23K | Sell |
989
-190
| -16% | -$4.42K | 0.01% | 312 |
|
|
2015
Q3 | $27K | Buy |
1,179
+118
| +11% | +$2.7K | 0.01% | 253 |
|
|
2015
Q2 | $28K | Hold |
1,061
| – | – | 0.01% | 235 |
|
|
2015
Q1 | $33K | Hold |
1,061
| – | – | 0.02% | 217 |
|
|
2014
Q4 | $40K | Hold |
1,061
| – | – | 0.01% | 208 |
|
|
2014
Q3 | $41K | Hold |
1,061
| – | – | 0.01% | 198 |
|
|
2014
Q2 | $38K | Buy |
+1,061
| New | +$38K | 0.01% | 212 |
|