Jones Financial Companies’s Alcoa AA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.8K Buy
2,768
+1,423
+106% +$40.5K ﹤0.01% 2034
2025
Q1
$41.2K Buy
1,345
+697
+108% +$21.4K ﹤0.01% 2139
2024
Q4
$24.5K Buy
648
+15
+2% +$567 ﹤0.01% 2165
2024
Q3
$24.9K Buy
633
+204
+48% +$8.01K ﹤0.01% 1874
2024
Q2
$17.1K Buy
+429
New +$17.1K ﹤0.01% 1588
2023
Q1
Sell
-19
Closed -$1K 566
2022
Q4
$1K Buy
+19
New +$1K ﹤0.01% 627
2021
Q2
Sell
-24
Closed -$1K 626
2021
Q1
$1K Hold
24
﹤0.01% 760
2020
Q4
$1K Buy
+24
New +$1K ﹤0.01% 639
2013
Q3
Sell
-83
Closed -$2K 713
2013
Q2
$2K Buy
+83
New +$2K ﹤0.01% 718