Kingswood 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 | – | Sell |
-7,321
| Closed | -$268K | – | 745 |
|
|
2025
Q1 | $268K | Sell |
7,321
-7,005
| -49% | -$257K | 0.02% | 587 |
|
|
2024
Q4 | $516K | Buy |
14,326
+6,065
| +73% | +$218K | 0.04% | 431 |
|
|
2024
Q3 | $289K | Sell |
8,261
-2,726
| -25% | -$95.5K | 0.02% | 577 |
|
|
2024
Q2 | $436K | Buy |
10,987
+49
| +0.4% | +$1.94K | 0.04% | 424 |
|
|
2024
Q1 | $444K | Sell |
10,938
-1,013
| -8% | -$41.1K | 0.05% | 380 |
|
|
2023
Q4 | $417K | Buy |
+11,951
| New | +$417K | 0.05% | 386 |
|
|
2023
Q3 | – | Sell |
-8,366
| Closed | -$226K | – | 419 |
|
|
2023
Q2 | $226K | Buy |
+8,366
| New | +$226K | 0.07% | 233 |
|