B. Riley Wealth Advisors’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,851
| Closed | -$375K | – | 1381 |
|
|
2021
Q4 | $375K | Buy |
7,851
+746
| +10% | +$35.6K | 0.01% | 956 |
|
|
2021
Q3 | $364K | Buy |
+7,105
| New | +$364K | 0.01% | 937 |
|
|
2020
Q1 | – | Sell |
-11,028
| Closed | -$337K | – | 797 |
|
|
2019
Q4 | $337K | Buy |
11,028
+3,608
| +49% | +$110K | 0.03% | 550 |
|
|
2019
Q3 | $246K | Buy |
+7,420
| New | +$246K | 0.02% | 663 |
|