Clearstead Advisors’s Ally Financial ALLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.55K	Sell	65 -978	-94%	-$40.3K	﹤0.01%	1853
2025 Q4	$47.2K	Buy	1,043 +541	+108%	+$22.3K	﹤0.01%	1427
2025 Q3	$19.7K	Buy	502 +100	+25%	+$4.01K	﹤0.01%	1651
2025 Q2	$15.7K	Buy	402 +250	+164%	+$8.66K	﹤0.01%	1727
2025 Q1	$5.55K	Buy	152 +74	+95%	+$2.73K	﹤0.01%	1726
2024 Q4	$2.81K	Buy	78 +23	+42%	+$835	﹤0.01%	1804
2024 Q3	$1.97K	Hold	55	–	–	﹤0.01%	1844
2024 Q2	$2.17K	Buy	55 +1	+2%	+$39	﹤0.01%	1805
2024 Q1	$2.16K	Hold	54	–	–	﹤0.01%	1299
2023 Q4	$1.88K	Sell	54 -52	-49%	-$1.45K	﹤0.01%	1297
2023 Q3	$2.84K	Buy	106 +53	+100%	+$1.48K	﹤0.01%	1349
2023 Q2	$1.43K	Buy	53 +1	+2%	+$27	﹤0.01%	1206
2023 Q1	$1.33K	Sell	52 -3,566	-99%	-$102K	﹤0.01%	1199
2022 Q4	$88.5K	Buy	3,618 +3,567	+6,994%	+$94.9K	0.01%	525
2022 Q3	$1K	Sell	51 -146	-74%	-$4.85K	﹤0.01%	1124
2022 Q2	$7K	Buy	197 +147	+294%	+$5.87K	﹤0.01%	958
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1184
2021 Q4	$2K	Buy	+50	New	+$2.48K	﹤0.01%	1092