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Figure 8 Investment Strategies’s Amalgamated Financial AMAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.6M Sell
83,486
-1,837
-2% -$57.3K 2.54% 14
2025
Q1
$2.45M Buy
85,323
+2,317
+3% +$66.6K 2.57% 17
2024
Q4
$2.78M Buy
+83,006
New +$2.78M 2.73% 10