Mark Sheptoff Financial Planning’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 | $17.5K | Hold |
450
| – | – | 0.01% | 282 |
|
|
2025
Q1 | $16.4K | Hold |
450
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $16.2K | Hold |
450
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $16K | Hold |
450
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $17.9K | Hold |
450
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $18.3K | Hold |
450
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $15.7K | Hold |
450
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $12K | Hold |
450
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $12.2K | Hold |
450
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $11.5K | Hold |
450
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $11K | Sell |
450
-2,353
| -84% | -$57.5K | 0.01% | 261 |
|
|
2022
Q3 | $78K | Sell |
2,803
-549
| -16% | -$15.3K | 0.05% | 121 |
|
|
2022
Q2 | $112K | Sell |
3,352
-998
| -23% | -$33.3K | 0.06% | 107 |
|
|
2022
Q1 | $189K | Buy |
+4,350
| New | +$189K | 0.1% | 109 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$17K | – | 376 |
|
|
2017
Q4 | $17K | Buy |
+600
| New | +$17K | 0.01% | 243 |
|