Principle Wealth Partners’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$203K | – | 326 |
|
|
2024
Q1 | $203K | Buy |
+5,000
| New | +$203K | 0.02% | 336 |
|
|
2021
Q4 | – | Sell |
-5,150
| Closed | -$263K | – | 320 |
|
|
2021
Q3 | $263K | Buy |
+5,150
| New | +$263K | 0.03% | 267 |
|
|
2020
Q3 | – | Sell |
-4,550
| Closed | -$90K | – | 160 |
|
|
2020
Q2 | $90K | Buy |
+4,550
| New | +$90K | 0.03% | 224 |
|
|
2020
Q1 | – | Sell |
-9,300
| Closed | -$284K | – | 140 |
|
|
2019
Q4 | $284K | Sell |
9,300
-3,500
| -27% | -$107K | 0.09% | 133 |
|
|
2019
Q3 | $424K | Buy |
12,800
+3,500
| +38% | +$116K | 0.15% | 107 |
|
|
2019
Q2 | $288K | Hold |
9,300
| – | – | 0.15% | 108 |
|
|
2019
Q1 | $256K | Buy |
+9,300
| New | +$256K | 0.15% | 110 |
|