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Ballentine Partners’s Amalgamated Financial AMAL Stock Holding History

Ballentine Partners’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$663K Buy
21,235
+7,502
+55% +$234K 0.01% 402
2025
Q1 		$395K Sell
13,733
-2,979
-18% -$85.6K 0.01% 525
2024
Q4 		$559K Buy
16,712
+2,283
+16% +$76.4K 0.01% 400
2024
Q3 		$453K Buy
+14,429
New +$453K 0.01% 442