Charles Schwab’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 | $5.6M | Sell |
179,469
-59,434
| -25% | -$1.85M | ﹤0.01% | 2288 |
|
|
2025
Q1 | $6.87M | Sell |
238,903
-3,628
| -1% | -$104K | ﹤0.01% | 2134 |
|
|
2024
Q4 | $8.12M | Buy |
242,531
+80,484
| +50% | +$2.69M | ﹤0.01% | 2105 |
|
|
2024
Q3 | $5.08M | Buy |
162,047
+111,357
| +220% | +$3.49M | ﹤0.01% | 2371 |
|
|
2024
Q2 | $1.39M | Buy |
50,690
+3,539
| +8% | +$97K | ﹤0.01% | 2816 |
|
|
2024
Q1 | $1.13M | Sell |
47,151
-1,233
| -3% | -$29.6K | ﹤0.01% | 2756 |
|
|
2023
Q4 | $1.3M | Sell |
48,384
-1,100
| -2% | -$29.6K | ﹤0.01% | 2754 |
|
|
2023
Q3 | $852K | Buy |
49,484
+1,531
| +3% | +$26.4K | ﹤0.01% | 2852 |
|
|
2023
Q2 | $772K | Buy |
47,953
+235
| +0.5% | +$3.78K | ﹤0.01% | 2859 |
|
|
2023
Q1 | $844K | Buy |
47,718
+662
| +1% | +$11.7K | ﹤0.01% | 2791 |
|
|
2022
Q4 | $1.08M | Buy |
47,056
+8,663
| +23% | +$200K | ﹤0.01% | 2749 |
|
|
2022
Q3 | $866K | Buy |
38,393
+28
| +0.1% | +$632 | ﹤0.01% | 2831 |
|
|
2022
Q2 | $759K | Buy |
38,365
+19
| +0% | +$376 | ﹤0.01% | 2898 |
|
|
2022
Q1 | $690K | Buy |
38,346
+980
| +3% | +$17.6K | ﹤0.01% | 2993 |
|
|
2021
Q4 | $627K | Sell |
37,366
-38,495
| -51% | -$646K | ﹤0.01% | 3079 |
|
|
2021
Q3 | $1.2M | Sell |
75,861
-46,592
| -38% | -$738K | ﹤0.01% | 2807 |
|
|
2021
Q2 | $1.91M | Hold |
122,453
| – | – | ﹤0.01% | 2730 |
|
|
2021
Q1 | $2.03M | Buy |
122,453
+1,879
| +2% | +$31.2K | ﹤0.01% | 2657 |
|
|
2020
Q4 | $1.66M | Buy |
120,574
+3,866
| +3% | +$53.1K | ﹤0.01% | 2647 |
|
|
2020
Q3 | $1.24M | Buy |
116,708
+6,516
| +6% | +$69K | ﹤0.01% | 2626 |
|
|
2020
Q2 | $1.39M | Buy |
110,192
+32,486
| +42% | +$411K | ﹤0.01% | 2542 |
|
|
2020
Q1 | $841K | Buy |
77,706
+15,418
| +25% | +$167K | ﹤0.01% | 2537 |
|
|
2019
Q4 | $1.21M | Sell |
62,288
-1,687
| -3% | -$32.8K | ﹤0.01% | 2540 |
|
|
2019
Q3 | $1.03M | Buy |
63,975
+32,351
| +102% | +$518K | ﹤0.01% | 2560 |
|
|
2019
Q2 | $552K | Buy |
31,624
+5,754
| +22% | +$100K | ﹤0.01% | 2763 |
|
|
2019
Q1 | $405K | Hold |
25,870
| – | – | ﹤0.01% | 2835 |
|
|
2018
Q4 | $505K | Buy |
25,870
+7,270
| +39% | +$142K | ﹤0.01% | 2767 |
|
|
2018
Q3 | $359K | Buy |
+18,600
| New | +$359K | ﹤0.01% | 2953 |
|