Beacon Pointe Advisors’s Ally Financial ALLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,092
Closed -$359K 1183
2024
Q3
$359K Sell
10,092
-75
-0.7% -$2.67K ﹤0.01% 952
2024
Q2
$403K Buy
10,167
+63
+0.6% +$2.5K ﹤0.01% 935
2024
Q1
$410K Buy
10,104
+396
+4% +$16.1K ﹤0.01% 984
2023
Q4
$339K Sell
9,708
-520
-5% -$18.2K ﹤0.01% 1025
2023
Q3
$273K Buy
10,228
+699
+7% +$18.6K ﹤0.01% 1104
2023
Q2
$257K Buy
+9,529
New +$257K ﹤0.01% 920
2022
Q3
Sell
-8,439
Closed -$281K 998
2022
Q2
$281K Sell
8,439
-425
-5% -$14.2K 0.01% 848
2022
Q1
$385K Buy
8,864
+3,959
+81% +$172K 0.01% 887
2021
Q4
$234K Buy
+4,905
New +$234K 0.01% 824