Sigma Planning Corp’s Ally Financial ALLY Stock Holding History

Sigma Planning Corp’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,010	Closed	-$216K	–	1208
2024 Q4	$216K	Sell	6,010 -79	-1%	-$2.87K	0.01%	1061
2024 Q3	$217K	Buy	6,089 +33	+0.5%	+$1.32K	0.01%	1099
2024 Q2	$240K	Buy	6,056 +106	+2%	+$4.14K	0.01%	1013
2024 Q1	$242K	Buy	+5,950	New	+$217K	0.01%	1054
2023 Q3	–	Sell	-8,722	Closed	-$236K	–	1202
2023 Q2	$236K	Buy	8,722 +130	+2%	+$3.46K	0.01%	1030
2023 Q1	$219K	Buy	+8,592	New	+$246K	0.01%	1140
2022 Q4	–	Sell	-10,217	Closed	-$284K	–	1266
2022 Q3	$284K	Sell	10,217 -334	-3%	-$11.1K	0.01%	967
2022 Q2	$354K	Buy	10,551 +1,431	+16%	+$57.2K	0.01%	907
2022 Q1	$397K	Buy	9,120 +926	+11%	+$43.7K	0.01%	935
2021 Q4	$390K	Sell	8,194 -155	-2%	-$7.67K	0.01%	952
2021 Q3	$426K	Sell	8,349 -227	-3%	-$11.7K	0.01%	887
2021 Q2	$427K	Buy	8,576 +513	+6%	+$26.3K	0.01%	903
2021 Q1	$365K	Buy	8,063 +820	+11%	+$34.3K	0.01%	896
2020 Q4	$258K	Buy	+7,243	New	+$219K	0.01%	979

Other funds holding ALLY

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return