Amalgamated Bank’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.31M | Buy |
21,013
+891
| +4% | +$55.5K | 0.01% | 944 |
|
2025
Q1 | $1.17M | Sell |
20,122
-526
| -3% | -$30.7K | 0.01% | 966 |
|
2024
Q4 | $1.53M | Buy |
20,648
+20
| +0.1% | +$1.48K | 0.01% | 897 |
|
2024
Q3 | $1.41M | Sell |
20,628
-745
| -3% | -$51K | 0.01% | 933 |
|
2024
Q2 | $1.22M | Buy |
21,373
+535
| +3% | +$30.4K | 0.01% | 982 |
|
2024
Q1 | $1.18M | Sell |
20,838
-6,395
| -23% | -$363K | 0.01% | 1001 |
|
2023
Q4 | $1.53M | Sell |
27,233
-673
| -2% | -$37.8K | 0.01% | 1001 |
|
2023
Q3 | $1.26M | Sell |
27,906
-861
| -3% | -$38.8K | 0.01% | 1037 |
|
2023
Q2 | $1.3M | Buy |
28,767
+20,879
| +265% | +$946K | 0.01% | 1030 |
|
2023
Q1 | $303K | Sell |
7,888
-1,393
| -15% | -$53.5K | ﹤0.01% | 1640 |
|
2022
Q4 | $356K | Buy |
9,281
+66
| +0.7% | +$2.53K | ﹤0.01% | 1614 |
|
2022
Q3 | $312K | Buy |
9,215
+36
| +0.4% | +$1.22K | ﹤0.01% | 1651 |
|
2022
Q2 | $361K | Buy |
9,179
+372
| +4% | +$14.6K | ﹤0.01% | 1627 |
|
2022
Q1 | $413K | Sell |
8,807
-682
| -7% | -$32K | ﹤0.01% | 1633 |
|
2021
Q4 | $593K | Sell |
9,489
-95
| -1% | -$5.94K | ﹤0.01% | 1499 |
|
2021
Q3 | $593K | Sell |
9,584
-635
| -6% | -$39.3K | 0.01% | 1490 |
|
2021
Q2 | $581K | Buy |
10,219
+2,695
| +36% | +$153K | ﹤0.01% | 1552 |
|
2021
Q1 | $413K | Sell |
7,524
-737
| -9% | -$40.5K | 0.02% | 1085 |
|
2020
Q4 | $386K | Buy |
8,261
+39
| +0.5% | +$1.82K | 0.01% | 1101 |
|
2020
Q3 | $289K | Sell |
8,222
-235
| -3% | -$8.26K | 0.01% | 1125 |
|
2020
Q2 | $264K | Buy |
8,457
+174
| +2% | +$5.43K | 0.01% | 1180 |
|
2020
Q1 | $233K | Sell |
8,283
-246
| -3% | -$6.92K | 0.01% | 1281 |
|
2019
Q4 | $272K | Buy |
8,529
+383
| +5% | +$12.2K | 0.01% | 1466 |
|
2019
Q3 | $268K | Sell |
8,146
-119
| -1% | -$3.92K | 0.01% | 1384 |
|
2019
Q2 | $289K | Buy |
8,265
+1,485
| +22% | +$51.9K | 0.01% | 1374 |
|
2019
Q1 | $282K | Buy |
6,780
+269
| +4% | +$11.2K | 0.01% | 1305 |
|
2018
Q4 | $224K | Buy |
+6,511
| New | +$224K | 0.01% | 1345 |
|
2018
Q3 | – | Sell |
-5,959
| Closed | -$349K | – | 1549 |
|
2018
Q2 | $349K | Buy |
5,959
+1,795
| +43% | +$105K | 0.01% | 1225 |
|
2018
Q1 | $212K | Sell |
4,164
-82
| -2% | -$4.18K | 0.01% | 1428 |
|
2017
Q4 | $206K | Buy |
+4,246
| New | +$206K | 0.01% | 1495 |
|