Allworth Financial’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07K | Sell |
34
-31
| -48% | -$973 | ﹤0.01% | 3939 |
|
|
2025
Q1 | $1.8K | Buy |
65
+44
| +210% | +$1.22K | ﹤0.01% | 3243 |
|
|
2024
Q4 | $769 | Hold |
21
| – | – | ﹤0.01% | 3482 |
|
|
2024
Q3 | $659 | Sell |
21
-37
| -64% | -$1.16K | ﹤0.01% | 3350 |
|
|
2024
Q2 | $1.83K | Hold |
58
| – | – | ﹤0.01% | 2963 |
|
|
2024
Q1 | $1.39K | Hold |
58
| – | – | ﹤0.01% | 2958 |
|
|
2023
Q4 | $1.56K | Hold |
58
| – | – | ﹤0.01% | 2784 |
|
|
2023
Q3 | $999 | Hold |
58
| – | – | ﹤0.01% | 2850 |
|
|
2023
Q2 | $934 | Buy |
58
+10
| +21% | +$161 | ﹤0.01% | 2753 |
|
|
2023
Q1 | $850 | Buy |
+48
| New | +$850 | ﹤0.01% | 2730 |
|