J.P. Morgan Private Wealth Advisors’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,508
| Closed | -$265K | – | 1923 |
|
|
2022
Q3 | $265K | Sell |
9,508
-715
| -7% | -$19.9K | ﹤0.01% | 1706 |
|
|
2022
Q2 | $343K | Sell |
10,223
-912
| -8% | -$30.6K | ﹤0.01% | 1594 |
|
|
2022
Q1 | $484K | Buy |
11,135
+1,589
| +17% | +$69.1K | ﹤0.01% | 1551 |
|
|
2021
Q4 | $454K | Buy |
9,546
+1,924
| +25% | +$91.5K | ﹤0.01% | 1589 |
|
|
2021
Q3 | $389K | Buy |
7,622
+48
| +0.6% | +$2.45K | ﹤0.01% | 1603 |
|
|
2021
Q2 | $377K | Sell |
7,574
-1,531
| -17% | -$76.2K | ﹤0.01% | 1592 |
|
|
2021
Q1 | $412K | Sell |
9,105
-5,971
| -40% | -$270K | ﹤0.01% | 1395 |
|
|
2020
Q4 | $538K | Sell |
15,076
-7,146
| -32% | -$255K | ﹤0.01% | 1263 |
|
|
2020
Q3 | $557K | Buy |
22,222
+2,686
| +14% | +$67.3K | ﹤0.01% | 1108 |
|
|
2020
Q2 | $387K | Sell |
19,536
-17,349
| -47% | -$344K | ﹤0.01% | 1211 |
|
|
2020
Q1 | $532K | Sell |
36,885
-7,832
| -18% | -$113K | ﹤0.01% | 911 |
|
|
2019
Q4 | $1.37M | Sell |
44,717
-84
| -0.2% | -$2.57K | 0.01% | 696 |
|
|
2019
Q3 | $1.49M | Buy |
44,801
+4,845
| +12% | +$161K | 0.01% | 645 |
|
|
2019
Q2 | $1.24M | Sell |
39,956
-976
| -2% | -$30.2K | 0.01% | 696 |
|
|
2019
Q1 | $1.13M | Buy |
40,932
+11,358
| +38% | +$312K | 0.01% | 752 |
|
|
2018
Q4 | $670K | Buy |
29,574
+14,380
| +95% | +$326K | ﹤0.01% | 869 |
|
|
2018
Q3 | $402K | Buy |
15,194
+1,771
| +13% | +$46.9K | ﹤0.01% | 1164 |
|
|
2018
Q2 | $353K | Buy |
13,423
+2,292
| +21% | +$60.3K | ﹤0.01% | 1145 |
|
|
2018
Q1 | $302K | Buy |
+11,131
| New | +$302K | ﹤0.01% | 1036 |
|