SVB Wealth’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 | – | Sell |
-746
| Closed | -$27.2K | – | 493 |
|
|
2025
Q1 | $27.2K | Buy |
+746
| New | +$27.2K | ﹤0.01% | 690 |
|
|
2021
Q4 | – | Sell |
-25,498
| Closed | -$1.3M | – | 809 |
|
|
2021
Q3 | $1.3M | Buy |
25,498
+3,591
| +16% | +$183K | 0.02% | 336 |
|
|
2021
Q2 | $1.09M | Buy |
21,907
+3,415
| +18% | +$170K | 0.01% | 371 |
|
|
2021
Q1 | $836K | Buy |
18,492
+3,036
| +20% | +$137K | 0.01% | 388 |
|
|
2020
Q4 | $551K | Buy |
+15,456
| New | +$551K | 0.01% | 446 |
|
|
2016
Q1 | – | Sell |
-50,955
| Closed | -$950K | – | 517 |
|
|
2015
Q4 | $950K | Sell |
50,955
-6,275
| -11% | -$117K | 0.04% | 276 |
|
|
2015
Q3 | $1.17M | Buy |
57,230
+825
| +1% | +$16.8K | 0.05% | 270 |
|
|
2015
Q2 | $1.27M | Buy |
+56,405
| New | +$1.27M | 0.04% | 288 |
|