Concord Wealth Partners’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-460
| Closed | -$12.3K | – | 814 |
|
|
2023
Q3 | $12.3K | Hold |
460
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $12.4K | Buy |
+460
| New | +$12.4K | ﹤0.01% | 579 |
|
|
2023
Q1 | – | Sell |
-700
| Closed | -$17.1K | – | 996 |
|
|
2022
Q4 | $17.1K | Buy |
+700
| New | +$17.1K | 0.01% | 553 |
|
|
2022
Q3 | – | Sell |
-292
| Closed | -$10K | – | 189 |
|
|
2022
Q2 | $10K | Sell |
292
-218
| -43% | -$7.47K | ﹤0.01% | 681 |
|
|
2022
Q1 | $22K | Sell |
510
-136
| -21% | -$5.87K | 0.01% | 609 |
|
|
2021
Q4 | $31K | Buy |
646
+338
| +110% | +$16.2K | 0.01% | 545 |
|
|
2021
Q3 | $16K | Sell |
308
-343
| -53% | -$17.8K | 0.01% | 410 |
|
|
2021
Q2 | $32K | Buy |
651
+3
| +0.5% | +$147 | 0.01% | 413 |
|
|
2021
Q1 | $29K | Buy |
+648
| New | +$29K | 0.01% | 415 |
|