Caldwell Sutter Capital’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 | $229K | Hold |
7,345
| – | – | 0.1% | 181 |
|
|
2025
Q1 | $211K | Hold |
7,345
| – | – | 0.1% | 188 |
|
|
2024
Q4 | $246K | Hold |
7,345
| – | – | 0.11% | 175 |
|
|
2024
Q3 | $230K | Hold |
7,345
| – | – | 0.11% | 183 |
|
|
2024
Q2 | $201K | Hold |
7,345
| – | – | 0.1% | 199 |
|
|
2024
Q1 | $176K | Hold |
7,345
| – | – | 0.08% | 218 |
|
|
2023
Q4 | $198K | Hold |
7,345
| – | – | 0.1% | 189 |
|
|
2023
Q3 | $126K | Hold |
7,345
| – | – | 0.07% | 227 |
|
|
2023
Q2 | $118K | Hold |
7,345
| – | – | 0.06% | 236 |
|
|
2023
Q1 | $130K | Hold |
7,345
| – | – | 0.09% | 167 |
|
|
2022
Q4 | $169K | Buy |
+7,345
| New | +$169K | 0.15% | 116 |
|