Badgley Phelps Wealth Managers’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-210,123
| Closed | -$5.85M | – | 214 |
|
|
2022
Q3 | $5.85M | Sell |
210,123
-1,419
| -0.7% | -$39.5K | 0.25% | 99 |
|
|
2022
Q2 | $7.09M | Sell |
211,542
-6,066
| -3% | -$203K | 0.29% | 93 |
|
|
2022
Q1 | $9.46M | Buy |
217,608
+36,919
| +20% | +$1.61M | 0.33% | 93 |
|
|
2021
Q4 | $8.6M | Sell |
180,689
-38,032
| -17% | -$1.81M | 0.28% | 98 |
|
|
2021
Q3 | $11.2M | Buy |
+218,721
| New | +$11.2M | 0.41% | 86 |
|