Amalgamated Bank’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Sell |
12,542
-247
| -2% | -$77.5K | 0.03% | 493 |
|
|
2025
Q1 | $3.84M | Sell |
12,789
-439
| -3% | -$132K | 0.03% | 477 |
|
|
2024
Q4 | $4.46M | Hold |
13,228
| – | – | 0.04% | 431 |
|
|
2024
Q3 | $4.22M | Sell |
13,228
-315
| -2% | -$101K | 0.03% | 464 |
|
|
2024
Q2 | $4.01M | Sell |
13,543
-925
| -6% | -$274K | 0.03% | 533 |
|
|
2024
Q1 | $4.46M | Sell |
14,468
-4,042
| -22% | -$1.25M | 0.04% | 509 |
|
|
2023
Q4 | $5.3M | Buy |
18,510
+407
| +2% | +$116K | 0.04% | 441 |
|
|
2023
Q3 | $4.24M | Buy |
18,103
+12,545
| +226% | +$2.94M | 0.04% | 517 |
|
|
2023
Q2 | $1.09M | Buy |
5,558
+444
| +9% | +$87.1K | 0.01% | 1102 |
|
|
2023
Q1 | $1.04M | Sell |
5,114
-478
| -9% | -$97K | 0.01% | 1110 |
|
|
2022
Q4 | $1.21M | Buy |
5,592
+47
| +0.8% | +$10.2K | 0.01% | 1073 |
|
|
2022
Q3 | $1.18M | Sell |
5,545
-329
| -6% | -$69.8K | 0.01% | 1049 |
|
|
2022
Q2 | $1.42M | Buy |
5,874
+56
| +1% | +$13.5K | 0.01% | 997 |
|
|
2022
Q1 | $1.59M | Buy |
5,818
+404
| +7% | +$110K | 0.01% | 1017 |
|
|
2021
Q4 | $1.85M | Buy |
5,414
+714
| +15% | +$244K | 0.01% | 978 |
|
|
2021
Q3 | $1.22M | Sell |
4,700
-255
| -5% | -$66K | 0.01% | 1146 |
|
|
2021
Q2 | $1.27M | Buy |
4,955
+1,164
| +31% | +$299K | 0.01% | 1165 |
|
|
2021
Q1 | $853K | Sell |
3,791
-314
| -8% | -$70.7K | 0.03% | 663 |
|
|
2020
Q4 | $951K | Sell |
4,105
-2
| -0% | -$463 | 0.04% | 573 |
|
|
2020
Q3 | $660K | Sell |
4,107
-91
| -2% | -$14.6K | 0.03% | 683 |
|
|
2020
Q2 | $592K | Sell |
4,198
-936
| -18% | -$132K | 0.03% | 725 |
|
|
2020
Q1 | $597K | Sell |
5,134
-105
| -2% | -$12.2K | 0.01% | 825 |
|
|
2019
Q4 | $793K | Buy |
5,239
+260
| +5% | +$39.4K | 0.01% | 901 |
|
|
2019
Q3 | $728K | Buy |
4,979
+643
| +15% | +$94K | 0.02% | 872 |
|
|
2019
Q2 | $627K | Buy |
4,336
+191
| +5% | +$27.6K | 0.01% | 961 |
|
|
2019
Q1 | $522K | Buy |
4,145
+89
| +2% | +$11.2K | 0.01% | 983 |
|
|
2018
Q4 | $446K | Buy |
4,056
+1,571
| +63% | +$173K | 0.01% | 982 |
|
|
2018
Q3 | $313K | Sell |
2,485
-1,752
| -41% | -$221K | 0.01% | 1104 |
|
|
2018
Q2 | $543K | Buy |
4,237
+213
| +5% | +$27.3K | 0.01% | 984 |
|
|
2018
Q1 | $384K | Buy |
4,024
+246
| +7% | +$23.5K | 0.01% | 1093 |
|
|
2017
Q4 | $366K | Buy |
3,778
+210
| +6% | +$20.3K | 0.01% | 1153 |
|
|
2017
Q3 | $303K | Buy |
3,568
+59
| +2% | +$5.01K | 0.01% | 1205 |
|
|
2017
Q2 | $275K | Buy |
3,509
+896
| +34% | +$70.2K | 0.01% | 1241 |
|
|
2017
Q1 | $205K | Sell |
2,613
-577
| -18% | -$45.3K | 0.01% | 1366 |
|
|
2016
Q4 | $235K | Buy |
3,190
+332
| +12% | +$24.5K | 0.01% | 1292 |
|
|
2016
Q3 | $227K | Buy |
2,858
+1
| +0% | +$79 | 0.01% | 1185 |
|
|
2016
Q2 | $237K | Buy |
+2,857
| New | +$237K | 0.01% | 1159 |
|