CWP
CFM Wealth Partners’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
6,770
+1
| +0% | +$39 | 0.04% | 120 |
|
|
2025
Q1 | $247K | Buy |
6,769
+1
| +0% | +$36 | 0.04% | 123 |
|
|
2024
Q4 | $244K | Sell |
6,768
-15
| -0.2% | -$540 | 0.04% | 125 |
|
|
2024
Q3 | $241K | Buy |
6,783
+1
| +0% | +$36 | 0.04% | 132 |
|
|
2024
Q2 | $269K | Buy |
6,782
+1
| +0% | +$40 | 0.05% | 129 |
|
|
2024
Q1 | $275K | Buy |
6,781
+29
| +0.4% | +$1.18K | 0.06% | 136 |
|
|
2023
Q4 | $236K | Buy |
+6,752
| New | +$236K | 0.05% | 150 |
|
|
2022
Q3 | – | Sell |
-6,655
| Closed | -$223K | – | 153 |
|
|
2022
Q2 | $223K | Hold |
6,655
| – | – | 0.07% | 154 |
|
|
2022
Q1 | $289K | Hold |
6,655
| – | – | 0.07% | 151 |
|
|
2021
Q4 | $323K | Hold |
6,655
| – | – | 0.07% | 141 |
|
|
2021
Q3 | $339K | Hold |
6,655
| – | – | 0.09% | 133 |
|
|
2021
Q2 | $332K | Hold |
6,655
| – | – | 0.09% | 129 |
|
|
2021
Q1 | $301K | Hold |
6,655
| – | – | 0.09% | 125 |
|
|
2020
Q4 | $237K | Buy |
+6,655
| New | +$237K | 0.08% | 143 |
|
|
2020
Q3 | – | Sell |
-6,655
| Closed | -$131K | – | 166 |
|
|
2020
Q2 | $131K | Hold |
6,655
| – | – | 0.05% | 176 |
|
|
2020
Q1 | $96K | Hold |
6,655
| – | – | 0.04% | 199 |
|
|
2019
Q4 | $205K | Buy |
+6,655
| New | +$205K | 0.08% | 145 |
|