ALPS Advisors’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 | $382K | Buy |
12,246
+148
| +1% | +$4.62K | ﹤0.01% | 805 |
|
|
2025
Q1 | $348K | Buy |
12,098
+849
| +8% | +$24.4K | ﹤0.01% | 803 |
|
|
2024
Q4 | $377K | Hold |
11,249
| – | – | ﹤0.01% | 731 |
|
|
2024
Q3 | $353K | Sell |
11,249
-3,023
| -21% | -$94.8K | ﹤0.01% | 857 |
|
|
2024
Q2 | $391K | Sell |
14,272
-70
| -0.5% | -$1.92K | ﹤0.01% | 648 |
|
|
2024
Q1 | $344K | Sell |
14,342
-4,088
| -22% | -$98.1K | ﹤0.01% | 858 |
|
|
2023
Q4 | $497K | Sell |
18,430
-1,050
| -5% | -$28.3K | ﹤0.01% | 607 |
|
|
2023
Q3 | $335K | Buy |
+19,480
| New | +$335K | ﹤0.01% | 714 |
|
|
2023
Q1 | – | Sell |
-13,809
| Closed | -$318K | – | 1020 |
|
|
2022
Q4 | $318K | Sell |
13,809
-74
| -0.5% | -$1.71K | ﹤0.01% | 829 |
|
|
2022
Q3 | $313K | Buy |
+13,883
| New | +$313K | ﹤0.01% | 709 |
|