Dakota Wealth Management’s Ally Financial ALLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-41,367	Closed	-$1.1M	–	660
2023 Q3	$1.1M	Buy	41,367 +558	+1%	+$15.6K	0.05%	275
2023 Q2	$1.1M	Sell	40,809 -2,733	-6%	-$72.7K	0.05%	243
2023 Q1	$1.11M	Buy	43,542 +57	+0.1%	+$1.63K	0.07%	215
2022 Q4	$1.06M	Buy	43,485 +12,046	+38%	+$320K	0.08%	218
2022 Q3	$875K	Buy	31,439 +9,335	+42%	+$310K	0.07%	230
2022 Q2	$741K	Buy	22,104 +15,256	+223%	+$609K	0.07%	223
2022 Q1	$298K	Buy	+6,848	New	+$323K	0.02%	363
2019 Q4	–	Sell	-6,902	Closed	-$229K	–	307
2019 Q3	$229K	Sell	6,902 -1,144	-14%	-$37.1K	0.04%	268
2019 Q2	$252K	Sell	8,046 -30	-0.4%	-$885	0.05%	246
2019 Q1	$221K	Buy	+8,076	New	+$211K	0.04%	272
2018 Q4	–	Sell	-9,498	Closed	-$251K	–	279
2018 Q3	$251K	Buy	9,498 +53	+0.6%	+$1.44K	0.06%	236
2018 Q2	$248K	Buy	+9,445	New	+$252K	0.07%	181