Atria Wealth Solutions’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-21,350
| Closed | -$779K | – | 1472 |
|
2025
Q1 | $779K | Sell |
21,350
-865
| -4% | -$31.5K | 0.01% | 973 |
|
2024
Q4 | $800K | Buy |
22,215
+2,400
| +12% | +$86.4K | 0.01% | 1013 |
|
2024
Q3 | $705K | Buy |
19,815
+965
| +5% | +$34.3K | 0.01% | 1060 |
|
2024
Q2 | $748K | Sell |
18,850
-4,600
| -20% | -$182K | 0.01% | 1019 |
|
2024
Q1 | $952K | Sell |
23,450
-2,000
| -8% | -$81.2K | 0.01% | 928 |
|
2023
Q4 | $889K | Sell |
25,450
-4,300
| -14% | -$150K | 0.01% | 911 |
|
2023
Q3 | $794K | Buy |
29,750
+20,719
| +229% | +$553K | 0.01% | 913 |
|
2023
Q2 | $244K | Buy |
9,031
+531
| +6% | +$14.3K | ﹤0.01% | 1562 |
|
2023
Q1 | $217K | Buy |
+8,500
| New | +$217K | ﹤0.01% | 1617 |
|