JFS Wealth Advisors’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $719K | Sell |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.09M | Hold |
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|
2023
Q4 | $935K | Sell |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $749K | Buy |
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|
2022
Q4 | $715K | Buy |
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|
2022
Q3 | $769K | Sell |
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|
2022
Q2 | $995K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.16M | Hold |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $396K | Hold |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $220K | Hold |
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|
2020
Q1 | $160K | Hold |
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|
2019
Q4 | $339K | Hold |
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|
2019
Q3 | $368K | Hold |
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|
2019
Q2 | $344K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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