Cerity Partners’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 | $722K | Sell |
18,550
-9,263
| -33% | -$361K | ﹤0.01% | 1680 |
|
2025
Q1 | $1.01M | Buy |
27,813
+9,402
| +51% | +$343K | ﹤0.01% | 1416 |
|
2024
Q4 | $661K | Buy |
18,411
+1,923
| +12% | +$69K | ﹤0.01% | 1612 |
|
2024
Q3 | $587K | Buy |
16,488
+1,273
| +8% | +$45.3K | ﹤0.01% | 1688 |
|
2024
Q2 | $604K | Sell |
15,215
-1,916
| -11% | -$76K | ﹤0.01% | 1457 |
|
2024
Q1 | $695K | Buy |
17,131
+7,096
| +71% | +$288K | ﹤0.01% | 1446 |
|
2023
Q4 | $350K | Buy |
10,035
+553
| +6% | +$19.3K | ﹤0.01% | 1433 |
|
2023
Q3 | $253K | Sell |
9,482
-511
| -5% | -$13.6K | ﹤0.01% | 1201 |
|
2023
Q2 | $270K | Buy |
9,993
+323
| +3% | +$8.72K | ﹤0.01% | 1429 |
|
2023
Q1 | $246K | Sell |
9,670
-613
| -6% | -$15.6K | ﹤0.01% | 1632 |
|
2022
Q4 | $251K | Buy |
10,283
+1,439
| +16% | +$35.2K | ﹤0.01% | 1222 |
|
2022
Q3 | $246K | Buy |
8,844
+479
| +6% | +$13.3K | ﹤0.01% | 976 |
|
2022
Q2 | $281K | Buy |
+8,365
| New | +$281K | ﹤0.01% | 931 |
|
2022
Q1 | – | Sell |
-8,099
| Closed | -$390K | – | 941 |
|
2021
Q4 | $390K | Buy |
+8,099
| New | +$390K | 0.01% | 687 |
|