Allworth Financial’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $371K | Buy |
9,467
+2,936
| +45% | +$121K | ﹤0.01% | 1082 |
|
|
2025
Q4 | $296K | Buy |
6,531
+5,377
| +466% | +$222K | ﹤0.01% | 1155 |
|
|
2025
Q3 | $45.3K | Buy |
1,154
+402
| +53% | +$16.1K | ﹤0.01% | 2164 |
|
|
2025
Q2 | $29.3K | Buy |
752
+597
| +385% | +$20.7K | ﹤0.01% | 2269 |
|
|
2025
Q1 | $5.14K | Hold |
155
| – | – | ﹤0.01% | 2742 |
|
|
2024
Q4 | $6.14K | Sell |
155
-1,271
| -89% | -$46.2K | ﹤0.01% | 2661 |
|
|
2024
Q3 | $50.8K | Buy |
1,426
+421
| +42% | +$16.8K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $42.1K | Buy |
1,005
+929
| +1,222% | +$36.3K | ﹤0.01% | 1454 |
|
|
2024
Q1 | $3.08K | Sell |
76
-17
| -18% | -$621 | ﹤0.01% | 2619 |
|
|
2023
Q4 | $3.25K | Sell |
93
-970
| -91% | -$27.1K | ﹤0.01% | 2459 |
|
|
2023
Q3 | $28.4K | Buy |
1,063
+12
| +1% | +$335 | ﹤0.01% | 1337 |
|
|
2023
Q2 | $28.4K | Sell |
1,051
-494
| -32% | -$13.1K | ﹤0.01% | 1351 |
|
|
2023
Q1 | $39.4K | Sell |
1,545
-9
| -0.6% | -$258 | ﹤0.01% | 1161 |
|
|
2022
Q4 | $38K | Sell |
1,554
-945
| -38% | -$25.1K | ﹤0.01% | 1120 |
|
|
2022
Q3 | $70K | Sell |
2,499
-713
| -22% | -$23.7K | ﹤0.01% | 863 |
|
|
2022
Q2 | $108K | Sell |
3,212
-1,454
| -31% | -$58.1K | ﹤0.01% | 696 |
|
|
2022
Q1 | $203K | Buy |
4,666
+2,073
| +80% | +$97.9K | ﹤0.01% | 549 |
|
|
2021
Q4 | $123K | Hold |
2,593
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $132K | Buy |
+2,593
| New | +$134K | ﹤0.01% | 563 |
|
|
2020
Q2 | – | Sell |
-457
| Closed | -$7K | – | 1164 |
|
|
2020
Q1 | $7K | Buy |
+457
| New | +$12K | ﹤0.01% | 778 |
|
Other funds holding ALLY
VPM
VCM
SC
