Bailard’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 | $452K | Sell |
14,503
-13,500
| -48% | -$421K | 0.01% | 514 |
|
|
2025
Q1 | $805K | Hold |
28,003
| – | – | 0.02% | 341 |
|
|
2024
Q4 | $937K | Hold |
28,003
| – | – | 0.02% | 305 |
|
|
2024
Q3 | $878K | Hold |
28,003
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $767K | Hold |
28,003
| – | – | 0.02% | 340 |
|
|
2024
Q1 | $672K | Hold |
28,003
| – | – | 0.02% | 397 |
|
|
2023
Q4 | $754K | Buy |
+28,003
| New | +$754K | 0.02% | 345 |
|