Carson Wealth (CWM LLC)’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
6,370
-10,560
| -62% | -$411K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $617K | Buy |
16,930
+11,209
| +196% | +$409K | ﹤0.01% | 1376 |
|
|
2024
Q4 | $206K | Sell |
5,721
-547
| -9% | -$19.7K | ﹤0.01% | 1802 |
|
|
2024
Q3 | $223K | Sell |
6,268
-2,127
| -25% | -$75.7K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $333K | Buy |
8,395
+782
| +10% | +$31K | ﹤0.01% | 1350 |
|
|
2024
Q1 | $309K | Sell |
7,613
-6,171
| -45% | -$250K | ﹤0.01% | 1314 |
|
|
2023
Q4 | $481K | Sell |
13,784
-6,089
| -31% | -$212K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $530K | Sell |
19,873
-5,834
| -23% | -$156K | ﹤0.01% | 957 |
|
|
2023
Q2 | $694K | Sell |
25,707
-6,263
| -20% | -$169K | ﹤0.01% | 834 |
|
|
2023
Q1 | $815K | Buy |
31,970
+26,920
| +533% | +$686K | 0.01% | 714 |
|
|
2022
Q4 | $123K | Sell |
5,050
-67
| -1% | -$1.63K | ﹤0.01% | 1286 |
|
|
2022
Q3 | $142K | Buy |
5,117
+1,684
| +49% | +$46.7K | ﹤0.01% | 1180 |
|
|
2022
Q2 | $115K | Sell |
3,433
-9
| -0.3% | -$301 | ﹤0.01% | 1257 |
|
|
2022
Q1 | $150K | Buy |
3,442
+618
| +22% | +$26.9K | ﹤0.01% | 1163 |
|
|
2021
Q4 | $134K | Buy |
+2,824
| New | +$134K | ﹤0.01% | 1186 |
|
|
2021
Q2 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q1 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q4 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q3 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q2 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q1 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q4 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q3 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q2 | $133K | Hold |
2,676
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q1 | $133K | Buy |
2,676
+2,651
| +10,604% | +$132K | ﹤0.01% | 1035 |
|
|
2018
Q4 | $1K | Sell |
25
-475
| -95% | -$19K | ﹤0.01% | 1822 |
|
|
2018
Q3 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1067 |
|
|
2018
Q1 | – | Sell |
-840
| Closed | -$24K | – | 1392 |
|
|
2017
Q4 | $24K | Hold |
840
| – | – | ﹤0.01% | 663 |
|
|
2017
Q3 | $20K | Sell |
840
-1
| -0.1% | -$24 | ﹤0.01% | 701 |
|
|
2017
Q2 | $18K | Buy |
841
+1
| +0.1% | +$21 | ﹤0.01% | 643 |
|
|
2017
Q1 | $17K | Hold |
840
| – | – | ﹤0.01% | 623 |
|
|
2016
Q4 | $16K | Sell |
840
-50
| -6% | -$952 | ﹤0.01% | 624 |
|
|
2016
Q3 | $17K | Buy |
+890
| New | +$17K | ﹤0.01% | 567 |
|