HB 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 | $237K | Sell |
6,077
-891
| -13% | -$34.7K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $254K | Buy |
6,968
+657
| +10% | +$24K | ﹤0.01% | 1014 |
|
|
2024
Q4 | $227K | Buy |
+6,311
| New | +$227K | ﹤0.01% | 915 |
|
|
2024
Q2 | – | Sell |
-5,597
| Closed | -$227K | – | 908 |
|
|
2024
Q1 | $227K | Buy |
+5,597
| New | +$227K | ﹤0.01% | 753 |
|
|
2023
Q3 | – | Sell |
-9,019
| Closed | -$244K | – | 759 |
|
|
2023
Q2 | $244K | Buy |
+9,019
| New | +$244K | ﹤0.01% | 609 |
|
|
2022
Q4 | – | Sell |
-8,400
| Closed | -$234K | – | 684 |
|
|
2022
Q3 | $234K | Buy |
+8,400
| New | +$234K | 0.01% | 500 |
|