WIM
Wittenberg Investment Management’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,950
| Closed | -$474K | – | 81 |
|
|
2024
Q2 | $474K | Sell |
11,950
-18,125
| -60% | -$719K | 0.16% | 57 |
|
|
2024
Q1 | $1.22M | Sell |
30,075
-46,850
| -61% | -$1.9M | 0.42% | 40 |
|
|
2023
Q4 | $2.69M | Sell |
76,925
-14,325
| -16% | -$500K | 0.93% | 25 |
|
|
2023
Q3 | $2.43M | Sell |
91,250
-800
| -0.9% | -$21.3K | 0.89% | 26 |
|
|
2023
Q2 | $2.49M | Sell |
92,050
-3,350
| -4% | -$90.5K | 0.9% | 28 |
|
|
2023
Q1 | $2.43M | Buy |
95,400
+15,700
| +20% | +$400K | 0.91% | 27 |
|
|
2022
Q4 | $1.95M | Sell |
79,700
-31,775
| -29% | -$777K | 0.79% | 28 |
|
|
2022
Q3 | $3.1M | Buy |
111,475
+28,925
| +35% | +$805K | 1.32% | 19 |
|
|
2022
Q2 | $2.77M | Buy |
82,550
+73,550
| +817% | +$2.46M | 1.17% | 20 |
|
|
2022
Q1 | $391K | Buy |
+9,000
| New | +$391K | 0.15% | 60 |
|