United Capital Financial Advisors’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,902
| Closed | -$200K | – | 831 |
|
|
2023
Q2 | $200K | Sell |
5,902
-555
| -9% | -$18.8K | ﹤0.01% | 858 |
|
|
2023
Q1 | $275K | Sell |
6,457
-966
| -13% | -$41.1K | ﹤0.01% | 841 |
|
|
2022
Q4 | $338K | Sell |
7,423
-1,631
| -18% | -$74.2K | ﹤0.01% | 852 |
|
|
2022
Q3 | $305K | Sell |
9,054
-1,534
| -14% | -$51.7K | ﹤0.01% | 905 |
|
|
2022
Q2 | $483K | Sell |
10,588
-1,111
| -9% | -$50.7K | ﹤0.01% | 806 |
|
|
2022
Q1 | $1.05M | Buy |
11,699
+1,073
| +10% | +$96.6K | 0.01% | 655 |
|
|
2021
Q4 | $633K | Buy |
+10,626
| New | +$633K | ﹤0.01% | 797 |
|
|
2018
Q2 | – | Sell |
-6,290
| Closed | -$283K | – | 1302 |
|
|
2018
Q1 | $283K | Sell |
6,290
-1,612
| -20% | -$72.5K | ﹤0.01% | 1115 |
|
|
2017
Q4 | $426K | Buy |
7,902
+1,293
| +20% | +$69.7K | ﹤0.01% | 1011 |
|
|
2017
Q3 | $308K | Buy |
+6,609
| New | +$308K | ﹤0.01% | 1104 |
|
|
2017
Q1 | – | Sell |
-9,591
| Closed | -$269K | – | 1237 |
|
|
2016
Q4 | $269K | Sell |
9,591
-8,528
| -47% | -$239K | ﹤0.01% | 1088 |
|
|
2016
Q3 | $1.32M | Buy |
18,119
+11,190
| +161% | +$818K | 0.01% | 701 |
|
|
2016
Q2 | $150K | Sell |
6,929
-10,079
| -59% | -$218K | ﹤0.01% | 1198 |
|
|
2016
Q1 | $392K | Buy |
17,008
+528
| +3% | +$12.2K | ﹤0.01% | 940 |
|
|
2015
Q4 | $391K | Buy |
16,480
+6,462
| +65% | +$153K | ﹤0.01% | 947 |
|
|
2015
Q3 | $233K | Buy |
10,018
+31
| +0.3% | +$721 | ﹤0.01% | 1121 |
|
|
2015
Q2 | $268K | Sell |
9,987
-91,572
| -90% | -$2.46M | ﹤0.01% | 1104 |
|
|
2015
Q1 | $3.28M | Buy |
+101,559
| New | +$3.28M | 0.04% | 444 |
|