EverSource Wealth Advisors’s Ally Financial ALLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57.5K Buy
1,477
+1,166
+375% +$45.4K ﹤0.01% 1523
2025
Q1
$11.3K Buy
311
+120
+63% +$4.38K ﹤0.01% 2043
2024
Q4
$6.88K Buy
191
+16
+9% +$576 ﹤0.01% 2191
2024
Q3
$6.23K Sell
175
-81
-32% -$2.88K ﹤0.01% 2128
2024
Q2
$11.5K Buy
256
+28
+12% +$1.26K ﹤0.01% 1777
2024
Q1
$8.74K Buy
228
+86
+61% +$3.3K ﹤0.01% 1760
2023
Q4
$4.96K Sell
142
-244
-63% -$8.52K ﹤0.01% 1864
2023
Q3
$10.3K Sell
386
-2,670
-87% -$71.3K ﹤0.01% 1411
2023
Q2
$82.5K Buy
3,056
+721
+31% +$19.5K 0.01% 649
2023
Q1
$59.5K Sell
2,335
-280
-11% -$7.14K 0.01% 726
2022
Q4
$63.9K Buy
2,615
+2,383
+1,027% +$58.3K 0.01% 647
2022
Q3
$6K Buy
232
+217
+1,447% +$5.61K ﹤0.01% 1272
2022
Q2
$1K Sell
15
-280
-95% -$18.7K ﹤0.01% 1615
2022
Q1
$13K Sell
295
-1,503
-84% -$66.2K ﹤0.01% 866
2021
Q4
$86K Buy
+1,798
New +$86K 0.02% 323