Creative Planning’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 | $893K | Buy |
28,633
+2,761
| +11% | +$86.1K | ﹤0.01% | 1954 |
|
|
2025
Q1 | $744K | Buy |
25,872
+9,899
| +62% | +$285K | ﹤0.01% | 1956 |
|
|
2024
Q4 | $535K | Buy |
15,973
+1,817
| +13% | +$60.8K | ﹤0.01% | 2149 |
|
|
2024
Q3 | $444K | Buy |
14,156
+2,812
| +25% | +$88.2K | ﹤0.01% | 2209 |
|
|
2024
Q2 | $311K | Buy |
+11,344
| New | +$311K | ﹤0.01% | 2302 |
|
|
2024
Q1 | – | Sell |
-11,688
| Closed | -$315K | – | 2851 |
|
|
2023
Q4 | $315K | Buy |
+11,688
| New | +$315K | ﹤0.01% | 2052 |
|