First Trust Direct Indexing’s Ally Financial ALLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,691	Closed	-$416K	–	40
2024 Q3	$416K	Sell	11,691 -2,153	-16%	-$86.1K	0.02%	608
2024 Q2	$549K	Buy	13,844 +2,763	+25%	+$108K	0.03%	476
2024 Q1	$450K	Buy	11,081 +749	+7%	+$27.4K	0.03%	495
2023 Q4	$361K	Buy	10,332 +1,278	+14%	+$35.7K	0.03%	529
2023 Q3	$242K	Buy	9,054 +21	+0.2%	+$586	0.03%	588
2023 Q2	$244K	Sell	9,033 -475	-5%	-$12.6K	0.03%	604
2023 Q1	$242K	Sell	9,508 -44	-0.5%	-$1.26K	0.03%	604
2022 Q4	$234K	Buy	9,552 +1,666	+21%	+$44.3K	0.03%	578
2022 Q3	$219K	Buy	7,886 +575	+8%	+$19.1K	0.03%	554
2022 Q2	$245K	Buy	7,311 +106	+1%	+$4.23K	0.03%	532
2022 Q1	$313K	Sell	7,205 -123	-2%	-$5.81K	0.04%	489
2021 Q4	$349K	Buy	7,328 +89	+1%	+$4.41K	0.05%	455
2021 Q3	$370K	Sell	7,239 -101	-1%	-$5.22K	0.05%	417
2021 Q2	$366K	Buy	+7,340	New	+$377K	0.05%	413
2021 Q1	–	Sell	-451	Closed	-$16K	–	422
2020 Q4	$16K	Buy	+451	New	+$13.6K	﹤0.01%	874