Focused 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
Q2 | – | Hold |
0
| – | – | – | 1002 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1011 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$67K | – | 898 |
|
|
2022
Q2 | $67K | Buy |
+2,000
| New | +$67K | 0.01% | 245 |
|
|
2022
Q1 | – | Sell |
-3,900
| Closed | -$186K | – | 931 |
|
|
2021
Q4 | $186K | Hold |
3,900
| – | – | 0.03% | 176 |
|
|
2021
Q3 | $199K | Hold |
3,900
| – | – | 0.03% | 164 |
|
|
2021
Q2 | $194K | Hold |
3,900
| – | – | 0.03% | 170 |
|
|
2021
Q1 | $176K | Hold |
3,900
| – | – | 0.03% | 180 |
|
|
2020
Q4 | $139K | Sell |
3,900
-700
| -15% | -$24.9K | 0.03% | 201 |
|
|
2020
Q3 | $115K | Hold |
4,600
| – | – | 0.03% | 224 |
|
|
2020
Q2 | $91K | Hold |
4,600
| – | – | 0.02% | 238 |
|
|
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% | -$49.9K | 0.04% | 174 |
|
|
2019
Q2 | $189K | Buy |
6,100
+1,500
| +33% | +$46.5K | 0.05% | 154 |
|
|
2019
Q1 | $126K | Sell |
4,600
-1,400
| -23% | -$38.3K | 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 | +$163K | 0.05% | 193 |
|