Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
8,456
+2,527
| +43% | +$98.4K | 0.01% | 835 |
|
|
2025
Q1 | $216K | Buy |
5,929
+4,974
| +521% | +$181K | ﹤0.01% | 1199 |
|
|
2024
Q4 | $34.4K | Buy |
955
+5
| +0.5% | +$180 | ﹤0.01% | 1476 |
|
|
2024
Q3 | $33.8K | Buy |
950
+670
| +239% | +$23.8K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $11.1K | Buy |
280
+255
| +1,020% | +$10.1K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $1.02K | Hold |
25
| – | – | ﹤0.01% | 2017 |
|
|
2023
Q4 | $873 | Buy |
+25
| New | +$873 | ﹤0.01% | 2028 |
|
|
2022
Q3 | – | Sell |
-975
| Closed | -$33K | – | 2014 |
|
|
2022
Q2 | $33K | Sell |
975
-2
| -0.2% | -$68 | ﹤0.01% | 1457 |
|
|
2022
Q1 | $42K | Sell |
977
-508
| -34% | -$21.8K | ﹤0.01% | 1456 |
|
|
2021
Q4 | $70K | Buy |
1,485
+524
| +55% | +$24.7K | ﹤0.01% | 1321 |
|
|
2021
Q3 | $49K | Sell |
961
-97
| -9% | -$4.95K | ﹤0.01% | 1500 |
|
|
2021
Q2 | $53K | Buy |
1,058
+3
| +0.3% | +$150 | ﹤0.01% | 1449 |
|
|
2021
Q1 | $54K | Hold |
1,055
| – | – | ﹤0.01% | 1584 |
|
|
2020
Q4 | $47K | Buy |
1,055
+7
| +0.7% | +$312 | ﹤0.01% | 1481 |
|
|
2020
Q3 | $25K | Buy |
1,048
+106
| +11% | +$2.53K | ﹤0.01% | 1545 |
|
|
2020
Q2 | $17K | Sell |
942
-726
| -44% | -$13.1K | ﹤0.01% | 1681 |
|
|
2020
Q1 | $26K | Sell |
1,668
-7
| -0.4% | -$109 | ﹤0.01% | 1396 |
|
|
2019
Q4 | $51K | Sell |
1,675
-137
| -8% | -$4.17K | ﹤0.01% | 1237 |
|
|
2019
Q3 | $60K | Buy |
1,812
+20
| +1% | +$662 | ﹤0.01% | 1094 |
|
|
2019
Q2 | $55K | Buy |
1,792
+4
| +0.2% | +$123 | ﹤0.01% | 1135 |
|
|
2019
Q1 | $49K | Sell |
1,788
-483
| -21% | -$13.2K | ﹤0.01% | 1148 |
|
|
2018
Q4 | $51K | Buy |
2,271
+37
| +2% | +$831 | ﹤0.01% | 1084 |
|
|
2018
Q3 | $59K | Buy |
2,234
+3
| +0.1% | +$79 | ﹤0.01% | 1090 |
|
|
2018
Q2 | $58K | Buy |
2,231
+4
| +0.2% | +$104 | ﹤0.01% | 972 |
|
|
2018
Q1 | $60K | Buy |
2,227
+127
| +6% | +$3.42K | 0.01% | 926 |
|
|
2017
Q4 | $64K | Buy |
+2,100
| New | +$64K | 0.01% | 896 |
|
|
2017
Q2 | – | Sell |
-114
| Closed | -$2K | – | 2069 |
|
|
2017
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 1852 |
|
|
2016
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 1819 |
|
|
2016
Q3 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 1740 |
|