Envestnet Asset Management’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	$292K	Buy	9,350 +87	+0.9%	+$2.71K	﹤0.01%	4036
2025 Q1	$266K	Buy	9,263 +922	+11%	+$26.5K	﹤0.01%	3985
2024 Q4	$279K	Buy	+8,341	New	+$279K	﹤0.01%	3930
2020 Q3	–	Sell	-11,490	Closed	-$145K	–	3099
2020 Q2	$145K	Buy	+11,490	New	+$145K	﹤0.01%	2944