Waterfront Wealth’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.04M | Buy |
51,905
+3,121
| +6% | +$128K | 0.37% | 84 |
|
|
2025
Q4 | $2.03M | Sell |
48,784
-65
| -0.1% | -$2.68K | 0.39% | 81 |
|
|
2025
Q3 | $1.98M | Buy |
48,849
+10,811
| +28% | +$433K | 0.41% | 72 |
|
|
2025
Q2 | $1.48M | Sell |
38,038
-137
| -0.4% | -$4.75K | 0.33% | 90 |
|
|
2025
Q1 | $1.39M | Sell |
38,175
-12,749
| -25% | -$470K | 0.34% | 89 |
|
|
2024
Q4 | $1.83M | Buy |
50,924
+389
| +0.8% | +$14.1K | 0.45% | 63 |
|
|
2024
Q3 | $1.77M | Buy |
50,535
+9,036
| +22% | +$361K | 0.43% | 64 |
|
|
2024
Q2 | $1.65M | Sell |
41,499
-1,017
| -2% | -$39.7K | 0.45% | 63 |
|
|
2024
Q1 | $1.67M | Sell |
42,516
-14,224
| -25% | -$520K | 0.47% | 61 |
|
|
2023
Q4 | $1.98M | Sell |
56,740
-30,013
| -35% | -$838K | 0.58% | 43 |
|
|
2023
Q3 | $2.02M | Buy |
86,753
+3,539
| +4% | +$98.8K | 0.66% | 40 |
|
|
2023
Q2 | $2.43M | Sell |
83,214
-6,019
| -7% | -$160K | 0.72% | 34 |
|
|
2023
Q1 | $2.27M | Sell |
89,233
-21,674
| -20% | -$621K | 0.74% | 36 |
|
|
2022
Q4 | $3.59M | Buy |
110,907
+22,059
| +25% | +$587K | 1.23% | 13 |
|
|
2022
Q3 | $2.45M | Buy |
88,848
+10,976
| +14% | +$365K | 0.93% | 26 |
|
|
2022
Q2 | $2.61M | Buy |
77,872
+5,008
| +7% | +$200K | 1.05% | 21 |
|
|
2022
Q1 | $3.12M | Buy |
72,864
+10,118
| +16% | +$478K | 1.1% | 19 |
|
|
2021
Q4 | $2.99M | Buy |
62,746
+2,433
| +4% | +$120K | 1.18% | 19 |
|
|
2021
Q3 | $3.08M | Buy |
60,313
+629
| +1% | +$32.5K | 1.49% | 16 |
|
|
2021
Q2 | $2.98M | Sell |
59,684
-7,216
| -11% | -$370K | 1.41% | 17 |
|
|
2021
Q1 | $3.13M | Sell |
66,900
-2,420
| -3% | -$101K | 1.57% | 15 |
|
|
2020
Q4 | $2.47M | Buy |
+69,320
| New | +$2.1M | 1.75% | 13 |
|
Other funds holding ALLY
VPM
VCM
SC
