Sowell Financial Services’s Ally Financial ALLY Stock Holding History

Sowell Financial Services’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
2023 Q4	–	Sell	-10,029	Closed	-$268K	–	527
2023 Q3	$268K	Sell	10,029 -429	-4%	-$12K	0.02%	471
2023 Q2	$282K	Buy	+10,458	New	+$278K	0.02%	519
2023 Q1	–	Sell	-20,004	Closed	-$489K	–	762
2022 Q4	$489K	Buy	+20,004	New	+$532K	0.03%	430
2021 Q2	–	Sell	-7,395	Closed	-$391K	–	592
2021 Q1	$391K	Sell	7,395 -4,155	-36%	-$174K	0.01%	738
2020 Q4	$412K	Sell	11,550 -2,872	-20%	-$86.9K	0.02%	578
2020 Q3	$362K	Sell	14,422 -5,604	-28%	-$125K	0.02%	555
2020 Q2	$397K	Buy	20,026 +8,838	+79%	+$150K	0.02%	516
2020 Q1	$161K	Buy	11,188 +11,170	+62,056%	+$293K	0.01%	708
2019 Q4	$1K	Sell	18 -3,157	-99%	-$98.6K	﹤0.01%	2284
2019 Q3	$105K	Buy	+3,175	New	+$103K	0.01%	813

Other funds holding ALLY

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sowell Financial Services's ALLY Position: Q4 2023 in Review

Sowell Financial Services sold out of Ally Financial (ALLY) in Q4 2023, closing a stake of 10,029 shares — an estimated $268K sold.

Sowell Financial Services first reported a position in ALLY in Q3 2019 and held it in 10 quarters. The position peaked at $489K in Q4 2022. 526 funds tracked by Wall St. Rank hold ALLY as of Q4 2023.

Sowell Financial Services reported no remaining Ally Financial position as of Q4 2023 after selling out during the quarter.
Sowell Financial Services sold 10,029 Ally Financial shares in Q4 2023, an estimated $268K.
Sowell Financial Services first reported a position in Ally Financial in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's Ally Financial position peaked at $489K in Q4 2022.
526 funds tracked by Wall St. Rank held Ally Financial as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.