Laird Norton Wetherby Wealth Management’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
Q3 | $344K | Buy |
8,787
+4
| +0% | +$160 | 0.01% | 704 |
|
|
2025
Q2 | $342K | Buy |
+8,783
| New | +$304K | 0.02% | 678 |
|
|
2024
Q4 | $320K | Sell |
8,882
-577
| -6% | -$21K | 0.02% | 684 |
|
|
2024
Q3 | $337K | Sell |
9,459
-662
| -7% | -$26.5K | 0.02% | 690 |
|
|
2024
Q2 | $402K | Sell |
10,121
-6,764
| -40% | -$264K | 0.02% | 608 |
|
|
2024
Q1 | $685K | Buy |
16,885
+7,250
| +75% | +$265K | 0.03% | 462 |
|
|
2023
Q4 | $336K | Sell |
9,635
-1,306
| -12% | -$36.5K | 0.02% | 683 |
|
|
2023
Q3 | $292K | Sell |
10,941
-194
| -2% | -$5.42K | 0.02% | 692 |
|
|
2023
Q2 | $301K | Buy |
11,135
+1,579
| +17% | +$42K | 0.02% | 712 |
|
|
2023
Q1 | $244K | Buy |
9,556
+502
| +6% | +$14.4K | 0.01% | 765 |
|
|
2022
Q4 | $221K | Buy |
9,054
+220
| +2% | +$5.85K | 0.01% | 774 |
|
|
2022
Q3 | $246K | Sell |
8,834
-219
| -2% | -$7.27K | 0.02% | 731 |
|
|
2022
Q2 | $304K | Sell |
9,053
-2,201
| -20% | -$87.9K | 0.02% | 675 |
|
|
2022
Q1 | $489K | Buy |
11,254
+2,592
| +30% | +$122K | 0.03% | 526 |
|
|
2021
Q4 | $412K | Sell |
8,662
-3
| -0% | -$149 | 0.02% | 595 |
|
|
2021
Q3 | $442K | Buy |
8,665
+63
| +0.7% | +$3.26K | 0.03% | 548 |
|
|
2021
Q2 | $429K | Buy |
8,602
+31
| +0.4% | +$1.59K | 0.03% | 573 |
|
|
2021
Q1 | $388K | Buy |
8,571
+102
| +1% | +$4.27K | 0.03% | 516 |
|
|
2020
Q4 | $302K | Buy |
8,469
+156
| +2% | +$4.72K | 0.02% | 668 |
|
|
2020
Q3 | $208K | Buy |
+8,313
| New | +$186K | 0.02% | 638 |
|
|
2020
Q2 | – | Sell |
-13,311
| Closed | -$192K | – | 716 |
|
|
2020
Q1 | $192K | Buy |
13,311
+4,110
| +45% | +$108K | 0.02% | 583 |
|
|
2019
Q4 | $281K | Sell |
9,201
-71
| -0.8% | -$2.22K | 0.03% | 555 |
|
|
2019
Q3 | $307K | Buy |
9,272
+515
| +6% | +$16.7K | 0.03% | 538 |
|
|
2019
Q2 | $271K | Buy |
8,757
+203
| +2% | +$5.99K | 0.03% | 572 |
|
|
2019
Q1 | $235K | Buy |
+8,554
| New | +$223K | 0.03% | 576 |
|
|
2018
Q4 | – | Sell |
-9,310
| Closed | -$246K | – | 637 |
|
|
2018
Q3 | $246K | Sell |
9,310
-1,500
| -14% | -$40.7K | 0.03% | 558 |
|
|
2018
Q2 | $284K | Buy |
10,810
+40
| +0.4% | +$1.07K | 0.04% | 490 |
|
|
2018
Q1 | $292K | Sell |
10,770
-1,575
| -13% | -$45.2K | 0.04% | 485 |
|
|
2017
Q4 | $360K | Hold |
12,345
| – | – | 0.05% | 432 |
|
|
2017
Q3 | $299K | Buy |
12,345
+98
| +0.8% | +$2.19K | 0.04% | 456 |
|
|
2017
Q2 | $256K | Buy |
12,247
+56
| +0.5% | +$1.1K | 0.04% | 469 |
|
|
2017
Q1 | $248K | Buy |
12,191
+122
| +1% | +$2.59K | 0.04% | 470 |
|
|
2016
Q4 | $230K | Buy |
12,069
+29
| +0.2% | +$558 | 0.05% | 467 |
|
|
2016
Q3 | $234K | Buy |
12,040
+224
| +2% | +$4.16K | 0.05% | 451 |
|
|
2016
Q2 | $202K | Buy |
11,816
+1,034
| +10% | +$17.9K | 0.04% | 464 |
|
|
2016
Q1 | $202K | Buy |
+10,782
| New | +$186K | 0.05% | 441 |
|
Other funds holding ALLY
