Dakota Wealth Management’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 |
-41,367
| Closed | -$1.1M | – | 656 |
|
2023
Q3 | $1.1M | Buy |
41,367
+558
| +1% | +$14.9K | 0.05% | 274 |
|
2023
Q2 | $1.1M | Sell |
40,809
-2,733
| -6% | -$73.8K | 0.05% | 242 |
|
2023
Q1 | $1.11M | Buy |
43,542
+57
| +0.1% | +$1.45K | 0.07% | 214 |
|
2022
Q4 | $1.06M | Buy |
43,485
+12,046
| +38% | +$295K | 0.08% | 216 |
|
2022
Q3 | $875K | Buy |
31,439
+9,335
| +42% | +$260K | 0.07% | 226 |
|
2022
Q2 | $741K | Buy |
22,104
+15,256
| +223% | +$511K | 0.07% | 221 |
|
2022
Q1 | $298K | Buy |
+6,848
| New | +$298K | 0.02% | 360 |
|
2019
Q4 | – | Sell |
-6,902
| Closed | -$229K | – | 304 |
|
2019
Q3 | $229K | Sell |
6,902
-1,144
| -14% | -$38K | 0.04% | 265 |
|
2019
Q2 | $252K | Sell |
8,046
-30
| -0.4% | -$940 | 0.05% | 246 |
|
2019
Q1 | $221K | Buy |
+8,076
| New | +$221K | 0.04% | 272 |
|
2018
Q4 | – | Sell |
-9,498
| Closed | -$251K | – | 279 |
|
2018
Q3 | $251K | Buy |
9,498
+53
| +0.6% | +$1.4K | 0.06% | 236 |
|
2018
Q2 | $248K | Buy |
+9,445
| New | +$248K | 0.07% | 181 |
|