EP Wealth Advisors’s Ally Financial ALLY Stock Holding History

EP Wealth Advisors’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell
2025 Q1	$1M	Buy
2024 Q4	$229K	Buy
2024 Q3	$216K	Buy
2024 Q2	$233K	Buy
2022 Q2	–	Sell
2022 Q1	$202K	Buy
2021 Q4	$205K	Sell
2021 Q3	$256K	Sell
2021 Q2	$265K	Buy