Kingsview Wealth Management’s Ally Financial ALLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-57,866	Closed	-$2.08M	–	1092
2024 Q4	$2.08M	Buy	57,866 +47,495	+458%	+$1.72M	0.04%	381
2024 Q3	$369K	Buy	+10,371	New	+$415K	0.01%	807
2024 Q2	–	Sell	-5,574	Closed	-$226K	–	1038
2024 Q1	$226K	Sell	5,574 -78,688	-93%	-$2.87M	0.01%	923
2023 Q4	$2.94M	Sell	84,262 -1,369	-2%	-$38.2K	0.09%	210
2023 Q3	$2.28M	Buy	+85,631	New	+$2.39M	0.08%	253
2022 Q3	–	Sell	-6,545	Closed	-$219K	–	816
2022 Q2	$219K	Buy	6,545 +820	+14%	+$32.8K	0.01%	742
2022 Q1	$249K	Sell	5,725 -250	-4%	-$11.8K	0.01%	753
2021 Q4	$284K	Sell	5,975 -1,000	-14%	-$49.5K	0.01%	751
2021 Q3	$356K	Hold	6,975	–	–	0.02%	638
2021 Q2	$351K	Buy	+6,975	New	+$358K	0.02%	658