Philip James Wealth Mangement’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
$5.73M Sell
147,028
-73,712
-33% -$2.87M 0.73% 34
2025
Q1
$8.05M Sell
220,740
-6,523
-3% -$238K 0.98% 20
2024
Q4
$8.18M Sell
227,263
-10,282
-4% -$370K 1.06% 21
2024
Q3
$8.45M Buy
237,545
+231,472
+3,811% +$8.24M 1.04% 21
2024
Q2
$241K Sell
6,073
-466
-7% -$18.5K 0.16% 61
2024
Q1
$265K Buy
+6,539
New +$265K 0.19% 56