Beverly Hills Private Wealth’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,043
| Closed | -$218K | – | 338 |
|
|
2024
Q4 | $218K | Sell |
6,043
-81
| -1% | -$2.92K | 0.04% | 310 |
|
|
2024
Q3 | $218K | Sell |
6,124
-228
| -4% | -$8.11K | 0.04% | 313 |
|
|
2024
Q2 | $252K | Sell |
6,352
-2,205
| -26% | -$87.5K | 0.05% | 298 |
|
|
2024
Q1 | $347K | Sell |
8,557
-693
| -7% | -$28.1K | 0.08% | 251 |
|
|
2023
Q4 | $323K | Buy |
+9,250
| New | +$323K | 0.08% | 242 |
|