Creative Planning’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 | $1.93M | Sell |
49,491
-64
| -0.1% | -$2.49K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $1.81M | Sell |
49,555
-503
| -1% | -$18.3K | ﹤0.01% | 1246 |
|
|
2024
Q4 | $1.8M | Buy |
50,058
+953
| +2% | +$34.3K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $1.75M | Sell |
49,105
-321
| -0.6% | -$11.4K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $1.96M | Sell |
49,426
-12,280
| -20% | -$487K | ﹤0.01% | 990 |
|
|
2024
Q1 | $2.5M | Buy |
61,706
+14,589
| +31% | +$592K | ﹤0.01% | 877 |
|
|
2023
Q4 | $1.65M | Sell |
47,117
-13,333
| -22% | -$466K | ﹤0.01% | 990 |
|
|
2023
Q3 | $1.61M | Buy |
60,450
+13,487
| +29% | +$360K | ﹤0.01% | 947 |
|
|
2023
Q2 | $1.27M | Buy |
46,963
+27,141
| +137% | +$733K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $505K | Sell |
19,822
-10,475
| -35% | -$267K | ﹤0.01% | 1452 |
|
|
2022
Q4 | $741K | Buy |
30,297
+14,678
| +94% | +$359K | ﹤0.01% | 1188 |
|
|
2022
Q3 | $435K | Buy |
15,619
+5,796
| +59% | +$161K | ﹤0.01% | 1410 |
|
|
2022
Q2 | $329K | Buy |
9,823
+4,435
| +82% | +$149K | ﹤0.01% | 1542 |
|
|
2022
Q1 | $234K | Sell |
5,388
-1,375
| -20% | -$59.7K | ﹤0.01% | 1792 |
|
|
2021
Q4 | $322K | Buy |
6,763
+265
| +4% | +$12.6K | ﹤0.01% | 1574 |
|
|
2021
Q3 | $332K | Sell |
6,498
-1,942
| -23% | -$99.2K | ﹤0.01% | 1528 |
|
|
2021
Q2 | $421K | Sell |
8,440
-942
| -10% | -$47K | ﹤0.01% | 1370 |
|
|
2021
Q1 | $424K | Buy |
9,382
+127
| +1% | +$5.74K | ﹤0.01% | 1523 |
|
|
2020
Q4 | $330K | Sell |
9,255
-1,104
| -11% | -$39.4K | ﹤0.01% | 1530 |
|
|
2020
Q3 | $260K | Buy |
+10,359
| New | +$260K | ﹤0.01% | 1492 |
|
|
2020
Q1 | – | Sell |
-6,927
| Closed | -$212K | – | 1735 |
|
|
2019
Q4 | $212K | Buy |
6,927
+11
| +0.2% | +$337 | ﹤0.01% | 1592 |
|
|
2019
Q3 | $229K | Buy |
6,916
+35
| +0.5% | +$1.16K | ﹤0.01% | 1511 |
|
|
2019
Q2 | $213K | Buy |
+6,881
| New | +$213K | ﹤0.01% | 1573 |
|
|
2018
Q4 | – | Sell |
-9,396
| Closed | -$249K | – | 1807 |
|
|
2018
Q3 | $249K | Buy |
9,396
+344
| +4% | +$9.12K | ﹤0.01% | 1519 |
|
|
2018
Q2 | $238K | Buy |
9,052
+294
| +3% | +$7.73K | ﹤0.01% | 1502 |
|
|
2018
Q1 | $238K | Buy |
8,758
+292
| +3% | +$7.94K | ﹤0.01% | 1478 |
|
|
2017
Q4 | $247K | Buy |
+8,466
| New | +$247K | ﹤0.01% | 1457 |
|
|
2017
Q3 | – | Sell |
-6,310
| Closed | -$132K | – | 1909 |
|
|
2017
Q2 | $132K | Buy |
6,310
+11
| +0.2% | +$230 | ﹤0.01% | 1769 |
|
|
2017
Q1 | $128K | Buy |
6,299
+3,509
| +126% | +$71.3K | ﹤0.01% | 1777 |
|
|
2016
Q4 | $53K | Buy |
2,790
+6
| +0.2% | +$114 | ﹤0.01% | 2329 |
|
|
2016
Q3 | $54K | Sell |
2,784
-1,893
| -40% | -$36.7K | ﹤0.01% | 2280 |
|
|
2016
Q2 | $80K | Buy |
4,677
+2,100
| +81% | +$35.9K | ﹤0.01% | 1803 |
|
|
2016
Q1 | $48K | Sell |
2,577
-275
| -10% | -$5.12K | ﹤0.01% | 2118 |
|
|
2015
Q4 | $53K | Buy |
2,852
+500
| +21% | +$9.29K | ﹤0.01% | 2043 |
|
|
2015
Q3 | $48K | Buy |
+2,352
| New | +$48K | ﹤0.01% | 2054 |
|
|
2015
Q2 | – | Sell |
-3,543
| Closed | -$74K | – | 1120 |
|
|
2015
Q1 | $74K | Buy |
3,543
+1,191
| +51% | +$24.9K | ﹤0.01% | 1733 |
|
|
2014
Q4 | $56K | Sell |
2,352
-1,841
| -44% | -$43.8K | ﹤0.01% | 1910 |
|
|
2014
Q3 | $97K | Buy |
4,193
+141
| +3% | +$3.26K | ﹤0.01% | 1488 |
|
|
2014
Q2 | $97K | Buy |
+4,052
| New | +$97K | ﹤0.01% | 1434 |
|