Corient 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
Q2
$1.59M Sell
40,758
-3,316
-8% -$129K ﹤0.01% 1207
2025
Q1
$1.61M Sell
44,074
-26,881
-38% -$980K ﹤0.01% 1060
2024
Q4
$2.56M Sell
70,955
-17,136
-19% -$617K ﹤0.01% 907
2024
Q3
$3.14M Sell
88,091
-2,776
-3% -$98.8K ﹤0.01% 890
2024
Q2
$3.6M Sell
90,867
-1,183
-1% -$46.9K 0.01% 804
2024
Q1
$3.74M Sell
92,050
-6,380
-6% -$259K 0.01% 794
2023
Q4
$3.44M Sell
98,430
-9,780
-9% -$342K 0.01% 809
2023
Q3
$2.89M Sell
108,210
-16,541
-13% -$441K 0.01% 789
2023
Q2
$3.37M Buy
124,751
+7,864
+7% +$212K 0.01% 743
2023
Q1
$2.98M Buy
116,887
+12,147
+12% +$310K 0.01% 723
2022
Q4
$2.56M Buy
+104,740
New +$2.56M 0.01% 647