Pathstone Family Office’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $234K | Buy |
+8,772
| New | +$234K | ﹤0.01% | 1417 |
|
|
2021
Q4 | – | Sell |
-4,762
| Closed | -$244K | – | 886 |
|
|
2021
Q3 | $244K | Buy |
+4,762
| New | +$244K | 0.01% | 738 |
|
|
2019
Q4 | – | Sell |
-225
| Closed | -$7K | – | 422 |
|
|
2019
Q3 | $7K | Sell |
225
-4,775
| -96% | -$149K | ﹤0.01% | 510 |
|
|
2019
Q2 | $154K | Buy |
+5,000
| New | +$154K | 0.02% | 213 |
|
|
2019
Q1 | – | Sell |
-6,000
| Closed | -$136K | – | 883 |
|
|
2018
Q4 | $136K | Buy |
+6,000
| New | +$136K | 0.04% | 106 |
|
|
2018
Q2 | – | Sell |
-1,040
| Closed | -$28K | – | 160 |
|
|
2018
Q1 | $28K | Buy |
+1,040
| New | +$28K | 0.02% | 136 |
|
|
2017
Q2 | – | Sell |
-75
| Closed | -$2K | – | 391 |
|
|
2017
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 367 |
|