TrinityPoint Wealth’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-64,853
| Closed | -$1.65M | – | 281 |
|
|
2023
Q1 | $1.65M | Sell |
64,853
-7,932
| -11% | -$202K | 0.35% | 75 |
|
|
2022
Q4 | $1.78M | Buy |
72,785
+2,824
| +4% | +$69K | 0.41% | 69 |
|
|
2022
Q3 | $1.95M | Buy |
69,961
+17,829
| +34% | +$496K | 0.45% | 62 |
|
|
2022
Q2 | $1.75M | Sell |
52,132
-8,075
| -13% | -$271K | 0.39% | 67 |
|
|
2022
Q1 | $2.62M | Buy |
60,207
+132
| +0.2% | +$5.74K | 0.47% | 56 |
|
|
2021
Q4 | $2.86M | Buy |
+60,075
| New | +$2.86M | 0.51% | 53 |
|