Avantax Advisory Services’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 | $378K | Buy |
9,708
+3,192
| +49% | +$124K | ﹤0.01% | 1754 |
|
|
2025
Q1 | $238K | Buy |
6,516
+708
| +12% | +$25.8K | ﹤0.01% | 1997 |
|
|
2024
Q4 | $209K | Sell |
5,808
-604
| -9% | -$21.8K | ﹤0.01% | 2033 |
|
|
2024
Q3 | $228K | Sell |
6,412
-1,490
| -19% | -$53K | ﹤0.01% | 1938 |
|
|
2024
Q2 | $313K | Sell |
7,902
-1,612
| -17% | -$63.9K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $386K | Sell |
9,514
-8,321
| -47% | -$338K | ﹤0.01% | 1165 |
|
|
2023
Q4 | $623K | Buy |
17,835
+1,749
| +11% | +$61.1K | 0.01% | 896 |
|
|
2023
Q3 | $429K | Buy |
16,086
+278
| +2% | +$7.42K | ﹤0.01% | 1012 |
|
|
2023
Q2 | $427K | Buy |
15,808
+4,962
| +46% | +$134K | ﹤0.01% | 1012 |
|
|
2023
Q1 | $276K | Buy |
+10,846
| New | +$276K | ﹤0.01% | 1193 |
|
|
2022
Q2 | – | Sell |
-7,854
| Closed | -$344K | – | 1302 |
|
|
2022
Q1 | $344K | Sell |
7,854
-159
| -2% | -$6.96K | ﹤0.01% | 939 |
|
|
2021
Q4 | $381K | Buy |
8,013
+2,919
| +57% | +$139K | 0.01% | 863 |
|
|
2021
Q3 | $258K | Buy |
5,094
+1,037
| +26% | +$52.5K | ﹤0.01% | 990 |
|
|
2021
Q2 | $203K | Buy |
+4,057
| New | +$203K | ﹤0.01% | 1078 |
|
|
2020
Q4 | – | Sell |
-9,007
| Closed | -$229K | – | 943 |
|
|
2020
Q3 | $229K | Buy |
+9,007
| New | +$229K | ﹤0.01% | 1157 |
|