Aquatic Capital Management’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 | $249K | Sell |
7,991
-4,685
| -37% | -$146K | 0.01% | 981 |
|
|
2025
Q1 | $364K | Buy |
12,676
+1,394
| +12% | +$40.1K | 0.01% | 817 |
|
|
2024
Q4 | $378K | Buy |
11,282
+882
| +8% | +$29.5K | 0.01% | 785 |
|
|
2024
Q3 | $326K | Buy |
+10,400
| New | +$326K | 0.01% | 730 |
|
|
2024
Q2 | – | Sell |
-2,300
| Closed | -$55.2K | – | 1191 |
|
|
2024
Q1 | $55.2K | Sell |
2,300
-300
| -12% | -$7.2K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $70K | Buy |
+2,600
| New | +$70K | ﹤0.01% | 1079 |
|
|
2023
Q1 | – | Sell |
-13,500
| Closed | -$311K | – | 1227 |
|
|
2022
Q4 | $311K | Sell |
13,500
-5,700
| -30% | -$131K | 0.02% | 633 |
|
|
2022
Q3 | $433K | Buy |
+19,200
| New | +$433K | 0.04% | 443 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$2K | – | 1060 |
|
|
2021
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1029 |
|