Madison Wealth Management’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-83,844
| Closed | -$2.05M | – | 153 |
|
|
2022
Q4 | $2.05M | Sell |
83,844
-86,303
| -51% | -$2.11M | 0.47% | 66 |
|
|
2022
Q3 | $4.74M | Buy |
170,147
+9,917
| +6% | +$276K | 1.16% | 22 |
|
|
2022
Q2 | $5.37M | Sell |
160,230
-507
| -0.3% | -$17K | 1.3% | 20 |
|
|
2022
Q1 | $6.99M | Buy |
160,737
+62,740
| +64% | +$2.73M | 1.47% | 20 |
|
|
2021
Q4 | $4.67M | Buy |
97,997
+2,250
| +2% | +$107K | 0.93% | 28 |
|
|
2021
Q3 | $4.89M | Hold |
95,747
| – | – | 1.07% | 24 |
|
|
2021
Q2 | $4.77M | Buy |
95,747
+14
| +0% | +$698 | 1.05% | 24 |
|
|
2021
Q1 | $4.33M | Sell |
95,733
-12
| -0% | -$543 | 1.06% | 26 |
|
|
2020
Q4 | $3.41M | Hold |
95,745
| – | – | 0.9% | 31 |
|
|
2020
Q3 | $2.4M | Buy |
95,745
+48,870
| +104% | +$1.23M | 0.72% | 40 |
|
|
2020
Q2 | $930K | Buy |
46,875
+35,830
| +324% | +$711K | 0.31% | 68 |
|
|
2020
Q1 | $159K | Sell |
11,045
-6,950
| -39% | -$100K | 0.06% | 108 |
|
|
2019
Q4 | $550K | Buy |
+17,995
| New | +$550K | 0.16% | 92 |
|