Transform Wealth’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-108,100
| Closed | -$3.01M | – | 219 |
|
|
2022
Q3 | $3.01M | Sell |
108,100
-18,343
| -15% | -$510K | 0.39% | 70 |
|
|
2022
Q2 | $4.24M | Sell |
126,443
-4,478
| -3% | -$150K | 0.63% | 56 |
|
|
2022
Q1 | $5.69M | Buy |
130,921
+1,618
| +1% | +$70.3K | 0.64% | 58 |
|
|
2021
Q4 | $6.16M | Buy |
129,303
+2,051
| +2% | +$97.6K | 0.64% | 57 |
|
|
2021
Q3 | $6.5M | Buy |
127,252
+1,786
| +1% | +$91.2K | 0.74% | 49 |
|
|
2021
Q2 | $6.25M | Buy |
125,466
+44,772
| +55% | +$2.23M | 0.76% | 50 |
|
|
2021
Q1 | $3.65M | Buy |
+80,694
| New | +$3.65M | 0.73% | 50 |
|
|
2020
Q1 | – | Sell |
-6,800
| Closed | -$208K | – | 207 |
|
|
2019
Q4 | $208K | Sell |
6,800
-3,600
| -35% | -$110K | 0.03% | 218 |
|
|
2019
Q3 | $345K | Buy |
+10,400
| New | +$345K | 0.06% | 166 |
|