FTDI
First Trust Direct Indexing’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,691
| Closed | -$416K | – | 40 |
|
|
2024
Q3 | $416K | Sell |
11,691
-2,153
| -16% | -$76.6K | 0.02% | 608 |
|
|
2024
Q2 | $549K | Buy |
13,844
+2,763
| +25% | +$110K | 0.03% | 476 |
|
|
2024
Q1 | $450K | Buy |
11,081
+749
| +7% | +$30.4K | 0.03% | 495 |
|
|
2023
Q4 | $361K | Buy |
10,332
+1,278
| +14% | +$44.6K | 0.03% | 529 |
|
|
2023
Q3 | $242K | Buy |
9,054
+21
| +0.2% | +$560 | 0.03% | 588 |
|
|
2023
Q2 | $244K | Sell |
9,033
-475
| -5% | -$12.8K | 0.03% | 604 |
|
|
2023
Q1 | $242K | Sell |
9,508
-44
| -0.5% | -$1.12K | 0.03% | 604 |
|
|
2022
Q4 | $234K | Buy |
9,552
+1,666
| +21% | +$40.7K | 0.03% | 578 |
|
|
2022
Q3 | $219K | Buy |
7,886
+575
| +8% | +$16K | 0.03% | 554 |
|
|
2022
Q2 | $245K | Buy |
7,311
+106
| +1% | +$3.55K | 0.03% | 532 |
|
|
2022
Q1 | $313K | Sell |
7,205
-123
| -2% | -$5.34K | 0.04% | 489 |
|
|
2021
Q4 | $349K | Buy |
7,328
+89
| +1% | +$4.24K | 0.05% | 455 |
|
|
2021
Q3 | $370K | Sell |
7,239
-101
| -1% | -$5.16K | 0.05% | 417 |
|
|
2021
Q2 | $366K | Buy |
+7,340
| New | +$366K | 0.05% | 413 |
|
|
2021
Q1 | – | Sell |
-451
| Closed | -$16K | – | 422 |
|
|
2020
Q4 | $16K | Buy |
+451
| New | +$16K | ﹤0.01% | 874 |
|