Integrated Wealth Concepts’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 | $1.47M | Sell |
37,705
-2,658
| -7% | -$104K | 0.01% | 741 |
|
|
2025
Q1 | $1.47M | Buy |
40,363
+300
| +0.7% | +$10.9K | 0.02% | 667 |
|
|
2024
Q4 | $1.44M | Buy |
40,063
+949
| +2% | +$34.2K | 0.02% | 668 |
|
|
2024
Q3 | $1.39M | Buy |
39,114
+63
| +0.2% | +$2.24K | 0.02% | 670 |
|
|
2024
Q2 | $1.55M | Buy |
39,051
+126
| +0.3% | +$5K | 0.02% | 591 |
|
|
2024
Q1 | $1.58M | Sell |
38,925
-946
| -2% | -$38.4K | 0.02% | 587 |
|
|
2023
Q4 | $1.39M | Buy |
39,871
+22
| +0.1% | +$768 | 0.02% | 603 |
|
|
2023
Q3 | $1.06M | Sell |
39,849
-157
| -0.4% | -$4.19K | 0.02% | 668 |
|
|
2023
Q2 | $1.08M | Sell |
40,006
-11,273
| -22% | -$304K | 0.02% | 648 |
|
|
2023
Q1 | $1.31M | Buy |
51,279
+40,455
| +374% | +$1.03M | 0.03% | 525 |
|
|
2022
Q4 | $265K | Buy |
10,824
+439
| +4% | +$10.7K | 0.01% | 852 |
|
|
2022
Q3 | $289K | Buy |
+10,385
| New | +$289K | 0.01% | 747 |
|