Sowell Financial Services’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $454K | Buy |
+15,374
| New | +$454K | 0.02% | 638 |
|
2024
Q4 | – | Sell |
-12,322
| Closed | -$475K | – | 506 |
|
2024
Q3 | $475K | Buy |
+12,322
| New | +$475K | 0.02% | 448 |
|
2021
Q2 | – | Sell |
-7,375
| Closed | -$294K | – | 516 |
|
2021
Q1 | $294K | Buy |
7,375
+6,093
| +475% | +$243K | 0.01% | 853 |
|
2020
Q4 | $30K | Hold |
1,282
| – | – | ﹤0.01% | 1574 |
|
2020
Q3 | $15K | Buy |
1,282
+100
| +8% | +$1.17K | ﹤0.01% | 1665 |
|
2020
Q2 | $13K | Hold |
1,182
| – | – | ﹤0.01% | 1588 |
|
2020
Q1 | $7K | Sell |
1,182
-7,135
| -86% | -$42.3K | ﹤0.01% | 1698 |
|
2019
Q4 | $179K | Buy |
8,317
+8,036
| +2,860% | +$173K | 0.01% | 750 |
|
2019
Q3 | $6K | Buy |
+281
| New | +$6K | ﹤0.01% | 1676 |
|
2017
Q1 | – | Sell |
-121
| Closed | -$5K | – | 253 |
|
2016
Q4 | $5K | Buy |
+121
| New | +$5K | ﹤0.01% | 531 |
|