Sequoia Financial Advisors’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 | $274K | Buy |
7,029
+1,163
| +20% | +$45.3K | ﹤0.01% | 1298 |
|
2025
Q1 | $214K | Buy |
5,866
+144
| +3% | +$5.25K | ﹤0.01% | 1225 |
|
2024
Q4 | $206K | Buy |
+5,722
| New | +$206K | ﹤0.01% | 1201 |
|
2024
Q3 | – | Sell |
-5,421
| Closed | -$215K | – | 1276 |
|
2024
Q2 | $215K | Buy |
5,421
+165
| +3% | +$6.55K | ﹤0.01% | 1067 |
|
2024
Q1 | $213K | Sell |
5,256
-1,715
| -25% | -$69.6K | ﹤0.01% | 1025 |
|
2023
Q4 | $243K | Buy |
+6,971
| New | +$243K | ﹤0.01% | 1013 |
|