Avitas Wealth Management’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-58,133
| Closed | -$1.95M | – | 182 |
|
|
2022
Q2 | $1.95M | Buy |
58,133
+12,707
| +28% | +$426K | 0.43% | 74 |
|
|
2022
Q1 | $1.98M | Sell |
45,426
-50,777
| -53% | -$2.21M | 0.36% | 92 |
|
|
2021
Q4 | $4.58M | Buy |
96,203
+1,825
| +2% | +$86.9K | 0.77% | 50 |
|
|
2021
Q3 | $4.82M | Sell |
94,378
-193
| -0.2% | -$9.85K | 0.88% | 36 |
|
|
2021
Q2 | $4.71M | Buy |
94,571
+2,281
| +2% | +$114K | 0.84% | 35 |
|
|
2021
Q1 | $4.17M | Buy |
92,290
+8,204
| +10% | +$371K | 0.82% | 37 |
|
|
2020
Q4 | $3M | Buy |
+84,086
| New | +$3M | 0.61% | 54 |
|