FinTrust Capital 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
Q3 | $109K | Buy |
3,482
+144
| +4% | +$4.52K | 0.02% | 412 |
|
2024
Q2 | $91.5K | Buy |
3,338
+43
| +1% | +$1.18K | 0.02% | 418 |
|
2024
Q1 | $79.1K | Buy |
3,295
+86
| +3% | +$2.06K | 0.02% | 424 |
|
2023
Q4 | $86.5K | Hold |
3,209
| – | – | 0.02% | 394 |
|
2023
Q3 | $55.3K | Buy |
3,209
+112
| +4% | +$1.93K | 0.01% | 434 |
|
2023
Q2 | $71.4K | Hold |
3,097
| – | – | 0.02% | 390 |
|
2023
Q1 | $71.4K | Hold |
3,097
| – | – | 0.02% | 390 |
|
2022
Q4 | $71.4K | Hold |
3,097
| – | – | 0.02% | 391 |
|
2022
Q3 | $73K | Buy |
3,097
+46
| +2% | +$1.08K | 0.02% | 438 |
|
2022
Q2 | $64K | Sell |
3,051
-40
| -1% | -$839 | 0.02% | 478 |
|
2022
Q1 | $56K | Buy |
3,091
+483
| +19% | +$8.75K | 0.01% | 536 |
|
2021
Q4 | $44K | Hold |
2,608
| – | – | 0.01% | 569 |
|
2021
Q3 | $41K | Sell |
2,608
-1,700
| -39% | -$26.7K | 0.01% | 576 |
|
2021
Q2 | $67K | Sell |
4,308
-1,082
| -20% | -$16.8K | 0.02% | 502 |
|
2021
Q1 | $89K | Sell |
5,390
-125
| -2% | -$2.06K | 0.03% | 437 |
|
2020
Q4 | $76K | Buy |
5,515
+1,616
| +41% | +$22.3K | 0.02% | 429 |
|
2020
Q3 | $41 | Hold |
3,899
| – | – | 0.01% | 518 |
|
2020
Q2 | $49K | Buy |
+3,899
| New | +$49K | 0.02% | 488 |
|