Focused 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 Q2	–	Hold	0	–	–	–	1067
2023 Q1	–	Hold	0	–	–	–	1044
2022 Q3	–	Sell	-2,000	Closed	-$67K	–	937
2022 Q2	$67K	Buy	+2,000	New	+$79.9K	0.01%	248
2022 Q1	–	Sell	-3,900	Closed	-$186K	–	982
2021 Q4	$186K	Hold	3,900	–	–	0.03%	176
2021 Q3	$199K	Hold	3,900	–	–	0.03%	166
2021 Q2	$194K	Hold	3,900	–	–	0.03%	170
2021 Q1	$176K	Hold	3,900	–	–	0.03%	181
2020 Q4	$139K	Sell	3,900 -700	-15%	-$21.2K	0.03%	202
2020 Q3	$115K	Hold	4,600	–	–	0.03%	225
2020 Q2	$91K	Hold	4,600	–	–	0.02%	240
2020 Q1	$66K	Hold	4,600	–	–	0.02%	255
2019 Q4	$141K	Hold	4,600	–	–	0.03%	210
2019 Q3	$153K	Sell	4,600 -1,500	-25%	-$48.6K	0.04%	174
2019 Q2	$189K	Buy	6,100 +1,500	+33%	+$44.3K	0.05%	154
2019 Q1	$126K	Sell	4,600 -1,400	-23%	-$36.5K	0.04%	181
2018 Q4	$136K	Hold	6,000	–	–	0.05%	179
2018 Q3	$159K	Hold	6,000	–	–	0.05%	173
2018 Q2	$158K	Hold	6,000	–	–	0.05%	184
2018 Q1	$163K	Buy	+6,000	New	+$172K	0.05%	194