Davis Investment Partners’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 | $243K | Buy |
+6,050
| New | +$243K | 0.09% | 150 |
|
|
2025
Q1 | – | Sell |
-6,485
| Closed | -$222K | – | 144 |
|
|
2024
Q4 | $222K | Sell |
6,485
-600
| -8% | -$20.5K | 0.09% | 116 |
|
|
2024
Q3 | $245K | Hold |
7,085
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $304K | Hold |
7,085
| – | – | 0.12% | 92 |
|
|
2024
Q1 | $268K | Hold |
7,085
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $243K | Buy |
+7,085
| New | +$243K | 0.12% | 94 |
|
|
2023
Q3 | – | Sell |
-7,085
| Closed | -$205K | – | 107 |
|
|
2023
Q2 | $205K | Sell |
7,085
-1,345
| -16% | -$39K | 0.1% | 113 |
|
|
2023
Q1 | $218K | Hold |
8,430
| – | – | 0.12% | 99 |
|
|
2022
Q4 | $280K | Buy |
+8,430
| New | +$280K | 0.14% | 92 |
|