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SFS
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
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1-Year Est. Return
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$74.9B AUM
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Citadel Advisors
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$141B AUM
30.34%
1-Year Est. Return
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$52.5B AUM
27.12%
1-Year Est. Return
SC
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$5.26B AUM
47.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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