Denali Advisors’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-30,000
| Closed | -$720K | – | 189 |
|
2024
Q1 | $720K | Buy |
30,000
+14,300
| +91% | +$343K | 0.21% | 107 |
|
2023
Q4 | $423K | Buy |
+15,700
| New | +$423K | 0.13% | 164 |
|
2023
Q1 | – | Sell |
-7,200
| Closed | -$166K | – | 437 |
|
2022
Q4 | $166K | Sell |
7,200
-800
| -10% | -$18.4K | 0.07% | 148 |
|
2022
Q3 | $180K | Hold |
8,000
| – | – | 0.09% | 141 |
|
2022
Q2 | $158K | Buy |
8,000
+1,500
| +23% | +$29.6K | 0.07% | 155 |
|
2022
Q1 | $117K | Hold |
6,500
| – | – | 0.05% | 184 |
|
2021
Q4 | $109K | Buy |
+6,500
| New | +$109K | 0.04% | 185 |
|
2021
Q3 | – | Sell |
-15,100
| Closed | -$241K | – | 280 |
|
2021
Q2 | $241K | Buy |
+15,100
| New | +$241K | 0.09% | 135 |
|