AE Wealth Management’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,818
| Closed | -$670K | – | 1170 |
|
|
2023
Q4 | $670K | Buy |
17,818
+4,042
| +29% | +$152K | ﹤0.01% | 1299 |
|
|
2023
Q3 | $368K | Buy |
+13,776
| New | +$368K | ﹤0.01% | 1519 |
|
|
2022
Q2 | – | Sell |
-17,664
| Closed | -$768K | – | 1713 |
|
|
2022
Q1 | $768K | Buy |
+17,664
| New | +$768K | 0.01% | 1024 |
|