SIP
Stoneridge Investment Partners’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-62,822
| Closed | -$2.26M | – | 117 |
|
|
2024
Q4 | $2.26M | Buy |
+62,822
| New | +$2.26M | 0.81% | 38 |
|
|
2020
Q2 | – | Sell |
-102,568
| Closed | -$1.48M | – | 113 |
|
|
2020
Q1 | $1.48M | Buy |
102,568
+53,668
| +110% | +$774K | 0.67% | 49 |
|
|
2019
Q4 | $1.49M | Buy |
+48,900
| New | +$1.49M | 0.51% | 64 |
|
|
2019
Q1 | – | Sell |
-144,462
| Closed | -$3.27M | – | 113 |
|
|
2018
Q4 | $3.27M | Sell |
144,462
-40,947
| -22% | -$928K | 1.03% | 28 |
|
|
2018
Q3 | $4.9M | Sell |
185,409
-45,999
| -20% | -$1.22M | 1.04% | 33 |
|
|
2018
Q2 | $6.08M | Sell |
231,408
-36,962
| -14% | -$971K | 1.17% | 30 |
|
|
2018
Q1 | $7.29M | Sell |
268,370
-46,831
| -15% | -$1.27M | 1.22% | 29 |
|
|
2017
Q4 | $9.19M | Sell |
315,201
-39,800
| -11% | -$1.16M | 1.47% | 12 |
|
|
2017
Q3 | $8.61M | Sell |
355,001
-25,356
| -7% | -$615K | 1.35% | 16 |
|
|
2017
Q2 | $7.95M | Sell |
380,357
-855
| -0.2% | -$17.9K | 1.18% | 23 |
|
|
2017
Q1 | $7.75M | Sell |
381,212
-25,448
| -6% | -$517K | 1.05% | 18 |
|
|
2016
Q4 | $7.74M | Sell |
406,660
-800
| -0.2% | -$15.2K | 1.05% | 14 |
|
|
2016
Q3 | $7.93M | Buy |
407,460
+13,600
| +3% | +$265K | 1.15% | 11 |
|
|
2016
Q2 | $6.72M | Sell |
393,860
-4,429
| -1% | -$75.6K | 1% | 23 |
|
|
2016
Q1 | $7.46M | Sell |
398,289
-13,750
| -3% | -$257K | 1.09% | 22 |
|
|
2015
Q4 | $7.68M | Sell |
412,039
-9,950
| -2% | -$185K | 1.03% | 24 |
|
|
2015
Q3 | $8.6M | Buy |
421,989
+3,000
| +0.7% | +$61.1K | 1.21% | 21 |
|
|
2015
Q2 | $9.4M | Buy |
418,989
+168,781
| +67% | +$3.79M | 1.16% | 18 |
|
|
2015
Q1 | $5.25M | Buy |
250,208
+47,513
| +23% | +$997K | 0.62% | 44 |
|
|
2014
Q4 | $4.79M | Buy |
+202,695
| New | +$4.79M | 0.63% | 52 |
|