Creative Planning’s Amerant Bancorp AMTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Sell
32,449
-8,112
-20% -$148K ﹤0.01% 2308
2025
Q1
$837K Buy
40,561
+28,707
+242% +$593K ﹤0.01% 1853
2024
Q4
$266K Sell
11,854
-120
-1% -$2.69K ﹤0.01% 2755
2024
Q3
$256K Buy
11,974
+850
+8% +$18.2K ﹤0.01% 2655
2024
Q2
$253K Buy
+11,124
New +$253K ﹤0.01% 2488