Edmond de Rothschild Holding’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.98M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $848K | Buy |
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