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Concurrent Investment Advisors, LLC → ALLY
Concurrent Investment Advisors, LLC ALLY Position History
Ally Financial Inc. • Banking
Quarters held
8
Latest value
$93K
Q3 2026
Peak value
$2.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $906 |
| Q4 2025 | $1.9M |
| Q1 2026 | $55K |
| Q1 2026 | $2M |
| Q2 2026 | $2.6M |
| Q2 2026 | $18K |
| Q3 2026 | $2.4M |
| Q3 2026 | $93K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $93K | 2.5K | — | — |
| Q3 2026 | $2.4M | 64.8K | — | — |
| Q2 2026 | $18K | 398 | — | — |
| Q2 2026 | $2.6M | 56.2K | — | — |
| Q1 2026 | $2M | 50.2K | — | — |
| Q1 2026 | $55K | 1.4K | — | — |
| Q4 2025 | $1.9M | 41.8K | — | — |
| Q4 2025 | $906 | 20 | — | — |