Congress Asset Management’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	$4.97M	Buy	159,189 +205	+0.1%	+$6.4K	0.03%	231
2025 Q1	$4.57M	Sell	158,984 -540	-0.3%	-$15.5K	0.03%	232
2024 Q4	$5.34M	Buy	+159,524	New	+$5.34M	0.04%	233