Summit Securities Group’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 |
-3,000
| Closed | -$113K | – | 622 |
|
|
2024
Q4 | $113K | Buy |
+3,000
| New | +$113K | 0.02% | 123 |
|
|
2023
Q1 | – | Sell |
-1,867
| Closed | -$85K | – | 621 |
|
|
2022
Q4 | $85K | Buy |
+1,867
| New | +$85K | ﹤0.01% | 425 |
|
|
2022
Q1 | – | Sell |
-11,900
| Closed | -$709K | – | 829 |
|
|
2021
Q4 | $709K | Buy |
+11,900
| New | +$709K | 0.03% | 173 |
|
|
2015
Q3 | – | Sell |
-1,498
| Closed | -$40K | – | 288 |
|
|
2015
Q2 | $40K | Buy |
1,498
+874
| +140% | +$23.3K | 0.02% | 251 |
|
|
2015
Q1 | $19K | Buy |
624
+609
| +4,060% | +$18.5K | 0.01% | 221 |
|
|
2014
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 441 |
|