Kestra Private Wealth Services’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 | $8.38M | Buy |
215,193
+35,012
| +19% | +$1.36M | 0.12% | 199 |
|
|
2025
Q1 | $6.57M | Buy |
180,181
+32,248
| +22% | +$1.18M | 0.11% | 212 |
|
|
2024
Q4 | $5.33M | Buy |
147,933
+20,569
| +16% | +$741K | 0.09% | 230 |
|
|
2024
Q3 | $4.53M | Buy |
127,364
+15,373
| +14% | +$547K | 0.08% | 243 |
|
|
2024
Q2 | $4.44M | Buy |
111,991
+9,090
| +9% | +$361K | 0.09% | 237 |
|
|
2024
Q1 | $4.18M | Buy |
102,901
+7,093
| +7% | +$288K | 0.09% | 230 |
|
|
2023
Q4 | $3.35M | Buy |
95,808
+4,388
| +5% | +$153K | 0.09% | 246 |
|
|
2023
Q3 | $2.44M | Buy |
91,420
+13,585
| +17% | +$362K | 0.08% | 273 |
|
|
2023
Q2 | $2.1M | Buy |
77,835
+8,254
| +12% | +$223K | 0.07% | 287 |
|
|
2023
Q1 | $1.77M | Sell |
69,581
-1,327
| -2% | -$33.8K | 0.07% | 292 |
|
|
2022
Q4 | $1.73M | Buy |
+70,908
| New | +$1.73M | 0.09% | 260 |
|
|
2022
Q1 | – | Sell |
-4,353
| Closed | -$207K | – | 978 |
|
|
2021
Q4 | $207K | Sell |
4,353
-973
| -18% | -$46.3K | 0.01% | 890 |
|
|
2021
Q3 | $272K | Buy |
5,326
+416
| +8% | +$21.2K | 0.02% | 746 |
|
|
2021
Q2 | $245K | Buy |
4,910
+404
| +9% | +$20.2K | 0.01% | 741 |
|
|
2021
Q1 | $204K | Buy |
+4,506
| New | +$204K | 0.01% | 733 |
|