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Kingswood Wealth Advisors’s Ally Financial ALLY Stock Holding History

Kingswood 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 		– Sell
-7,321
Closed -$268K – 745
2025
Q1 		$268K Sell
7,321
-7,005
-49% -$258K 0.02% 587
2024
Q4 		$516K Buy
14,326
+6,065
+73% +$220K 0.04% 431
2024
Q3 		$289K Sell
8,261
-2,726
-25% -$109K 0.02% 577
2024
Q2 		$436K Buy
10,987
+49
+0.4% +$1.91K 0.04% 424
2024
Q1 		$444K Sell
10,938
-1,013
-8% -$37K 0.05% 380
2023
Q4 		$417K Buy
+11,951
New +$334K 0.05% 386
2023
Q3 		– Sell
-8,366
Closed -$226K – 419
2023
Q2 		$226K Buy
+8,366
New +$222K 0.07% 233

Other funds holding ALLY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return