Total Wealth Planning & Management’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
$529K Buy
13,587
+1,740
+15% +$67.8K 0.43% 72
2025
Q1
$432K Buy
11,847
+1,361
+13% +$49.6K 0.41% 79
2024
Q4
$378K Buy
+10,486
New +$378K 0.34% 90