Cambridge Investment Research Advisors’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 | $353K | Hold |
11,323
| – | – | ﹤0.01% | 2847 |
|
2025
Q1 | $326K | Hold |
11,323
| – | – | ﹤0.01% | 2782 |
|
2024
Q4 | $379K | Sell |
11,323
-58
| -0.5% | -$1.94K | ﹤0.01% | 2647 |
|
2024
Q3 | $357K | Buy |
11,381
+168
| +1% | +$5.27K | ﹤0.01% | 2692 |
|
2024
Q2 | $307K | Buy |
11,213
+2,231
| +25% | +$61.1K | ﹤0.01% | 2686 |
|
2024
Q1 | $216K | Buy |
+8,982
| New | +$216K | ﹤0.01% | 2968 |
|