LI
AA icon

LRI Investments’s Alcoa AA Stock Holding History

LRI Investments’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7K Sell
397
-217
-35% -$14.5K ﹤0.01% 752
2026
Q1 		$40.7K Sell
614
-812
-57% -$49.8K ﹤0.01% 549
2025
Q4 		$75.8K Buy
1,426
+1,052
+281% +$43K 0.01% 474
2025
Q3 		$12.3K Hold
374
– – ﹤0.01% 826
2025
Q2 		$11K Hold
374
– – ﹤0.01% 821
2025
Q1 		$11.4K Hold
374
– – ﹤0.01% 769
2024
Q4 		$14.1K Hold
374
– – ﹤0.01% 722
2024
Q3 		$15.4K Hold
374
– – ﹤0.01% 700
2024
Q2 		$14.9K Hold
374
– – ﹤0.01% 670
2024
Q1 		$12.6K Buy
+374
New +$10.9K ﹤0.01% 458

Other funds holding AA

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return