Summit Trail 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 | $329K | Sell |
8,439
-2,867
| -25% | -$112K | 0.01% | 892 |
|
|
2025
Q1 | $412K | Buy |
11,306
+2,263
| +25% | +$82.5K | 0.01% | 273 |
|
|
2024
Q4 | $326K | Buy |
9,043
+2,096
| +30% | +$75.5K | 0.01% | 276 |
|
|
2024
Q3 | $247K | Buy |
6,947
+1,478
| +27% | +$52.6K | 0.01% | 606 |
|
|
2024
Q2 | $217K | Buy |
+5,469
| New | +$217K | 0.01% | 573 |
|
|
2018
Q1 | – | Sell |
-1,138
| Closed | -$34K | – | 466 |
|
|
2017
Q4 | $34K | Buy |
+1,138
| New | +$34K | ﹤0.01% | 911 |
|