JFS Wealth Advisors’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 | $591K | Sell |
15,167
-4,348
| -22% | -$169K | 0.04% | 195 |
|
|
2025
Q1 | $712K | Sell |
19,515
-449
| -2% | -$16.4K | 0.05% | 170 |
|
|
2024
Q4 | $719K | Sell |
19,964
-1,850
| -8% | -$66.6K | 0.05% | 164 |
|
|
2024
Q3 | $776K | Sell |
21,814
-4,116
| -16% | -$146K | 0.05% | 167 |
|
|
2024
Q2 | $1.03M | Sell |
25,930
-850
| -3% | -$33.7K | 0.08% | 110 |
|
|
2024
Q1 | $1.09M | Hold |
26,780
| – | – | 0.09% | 110 |
|
|
2023
Q4 | $935K | Sell |
26,780
-84
| -0.3% | -$2.93K | 0.08% | 110 |
|
|
2023
Q3 | $717K | Buy |
26,864
+725
| +3% | +$19.3K | 0.07% | 126 |
|
|
2023
Q2 | $706K | Sell |
26,139
-3,233
| -11% | -$87.3K | 0.06% | 132 |
|
|
2023
Q1 | $749K | Buy |
29,372
+133
| +0.5% | +$3.39K | 0.07% | 125 |
|
|
2022
Q4 | $715K | Buy |
29,239
+1,622
| +6% | +$39.7K | 0.07% | 127 |
|
|
2022
Q3 | $769K | Sell |
27,617
-2,089
| -7% | -$58.2K | 0.08% | 118 |
|
|
2022
Q2 | $995K | Buy |
29,706
+6,182
| +26% | +$207K | 0.11% | 103 |
|
|
2022
Q1 | $1.02M | Buy |
23,524
+32
| +0.1% | +$1.39K | 0.1% | 115 |
|
|
2021
Q4 | $1.12M | Sell |
23,492
-782
| -3% | -$37.2K | 0.11% | 113 |
|
|
2021
Q3 | $1.24M | Buy |
24,274
+930
| +4% | +$47.5K | 0.13% | 103 |
|
|
2021
Q2 | $1.16M | Hold |
23,344
| – | – | 0.17% | 81 |
|
|
2021
Q1 | $1.06M | Buy |
23,344
+12,237
| +110% | +$553K | 0.22% | 74 |
|
|
2020
Q4 | $396K | Hold |
11,107
| – | – | 0.08% | 108 |
|
|
2020
Q3 | $278K | Hold |
11,107
| – | – | 0.07% | 117 |
|
|
2020
Q2 | $220K | Hold |
11,107
| – | – | 0.06% | 129 |
|
|
2020
Q1 | $160K | Hold |
11,107
| – | – | 0.05% | 142 |
|
|
2019
Q4 | $339K | Hold |
11,107
| – | – | 0.08% | 115 |
|
|
2019
Q3 | $368K | Hold |
11,107
| – | – | 0.09% | 108 |
|
|
2019
Q2 | $344K | Buy |
+11,107
| New | +$344K | 0.09% | 110 |
|
|
2016
Q2 | – | Sell |
-65
| Closed | -$1K | – | 502 |
|
|
2016
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 550 |
|