EP Wealth Advisors’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 | $1.06M | Sell |
27,181
-269
| -1% | -$10.5K | 0.01% | 551 |
|
|
2025
Q1 | $1M | Buy |
27,450
+21,083
| +331% | +$769K | 0.01% | 497 |
|
|
2024
Q4 | $229K | Buy |
6,367
+297
| +5% | +$10.7K | ﹤0.01% | 1006 |
|
|
2024
Q3 | $216K | Buy |
6,070
+207
| +4% | +$7.37K | ﹤0.01% | 1005 |
|
|
2024
Q2 | $233K | Buy |
+5,863
| New | +$233K | ﹤0.01% | 723 |
|
|
2022
Q2 | – | Sell |
-4,656
| Closed | -$202K | – | 640 |
|
|
2022
Q1 | $202K | Buy |
4,656
+354
| +8% | +$15.4K | ﹤0.01% | 572 |
|
|
2021
Q4 | $205K | Sell |
4,302
-718
| -14% | -$34.2K | ﹤0.01% | 527 |
|
|
2021
Q3 | $256K | Sell |
5,020
-305
| -6% | -$15.6K | 0.01% | 464 |
|
|
2021
Q2 | $265K | Buy |
+5,325
| New | +$265K | 0.01% | 467 |
|