Allegiance Financial Group Advisory Services’s AMTD IDEA Group AMTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1K | Hold |
40,739
| – | – | 0.01% | 152 |
|
|
2025
Q1 | $44K | Hold |
40,739
| – | – | 0.01% | 139 |
|
|
2024
Q4 | $48.9K | Sell |
40,739
-9,260
| -19% | -$11.1K | 0.02% | 111 |
|
|
2024
Q3 | $70.5K | Hold |
49,999
| – | – | 0.02% | 78 |
|
|
2024
Q2 | $83.5K | Hold |
49,999
| – | – | 0.03% | 70 |
|
|
2024
Q1 | $88.5K | Hold |
49,999
| – | – | 0.04% | 70 |
|
|
2023
Q4 | $90K | Buy |
49,999
+24,999
| +100% | +$45K | 0.04% | 64 |
|
|
2023
Q3 | $92.3K | Hold |
25,000
| – | – | 0.05% | 63 |
|
|
2023
Q2 | $119K | Hold |
25,000
| – | – | 0.07% | 64 |
|
|
2023
Q1 | $118K | Buy |
25,000
+16,667
| +200% | +$78.5K | 0.09% | 63 |
|
|
2022
Q4 | $45K | Buy |
+8,333
| New | +$45K | 0.04% | 66 |
|