Heritage Wealth Management (Arizona)’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $17.5K | Buy |
716
+358
| +100% | +$8.75K | ﹤0.01% | 687 |
|
2022
Q3 | $10K | Buy |
358
+106
| +42% | +$2.96K | ﹤0.01% | 643 |
|
2022
Q2 | $8.45K | Hold |
252
| – | – | ﹤0.01% | 689 |
|
2022
Q1 | $11K | Buy |
+252
| New | +$11K | ﹤0.01% | 691 |
|
2021
Q3 | $13K | Hold |
252
| – | – | ﹤0.01% | 619 |
|
2021
Q2 | $13K | Buy |
+252
| New | +$13K | ﹤0.01% | 624 |
|