Covestor’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 | $2K | Sell |
50
-289
| -85% | -$11.6K | ﹤0.01% | 1817 |
|
|
2025
Q1 | $9K | Buy |
339
+130
| +62% | +$3.45K | 0.01% | 1533 |
|
|
2024
Q4 | $7K | Buy |
209
+193
| +1,206% | +$6.46K | ﹤0.01% | 1657 |
|
|
2024
Q3 | $1K | Sell |
16
-2
| -11% | -$125 | ﹤0.01% | 1878 |
|
|
2024
Q2 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 1913 |
|
|
2024
Q1 | $0 | Sell |
17
-32
| -65% | – | ﹤0.01% | 2194 |
|
|
2023
Q4 | $1K | Sell |
49
-23
| -32% | -$469 | ﹤0.01% | 1913 |
|
|
2023
Q3 | $1K | Buy |
72
+37
| +106% | +$514 | ﹤0.01% | 1875 |
|
|
2023
Q2 | $1K | Buy |
35
+26
| +289% | +$743 | ﹤0.01% | 1894 |
|
|
2023
Q1 | $0 | Buy |
9
+7
| +350% | – | ﹤0.01% | 1966 |
|
|
2022
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2010 |
|