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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

ALLY holding history

Ally Financial Inc. in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALLY overviewAll 13F holders of ALLYFull Q1 2025 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of ALLY by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−108,100−100.0%Sold outHolders
Q3 2022108,100$3.01M0.4%−18,343−14.5%ReducedHolders
Q2 2022126,443$4.24M0.6%−4,478−3.4%ReducedHolders
Q1 2022130,921$5.69M0.6%+1,618+1.3%AddedHolders
Q4 2021129,303$6.16M0.6%+2,051+1.6%AddedHolders
Q3 2021127,252$6.50M0.7%+1,786+1.4%AddedHolders
Q2 2021125,466$6.25M0.8%+44,772+55.5%AddedHolders
Q1 202180,694$3.65M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.