First Trust Advisors’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 | $4.14M | Buy |
132,681
+114,171
| +617% | +$3.56M | ﹤0.01% | 1451 |
|
|
2025
Q1 | $532K | Sell |
18,510
-132
| -0.7% | -$3.8K | ﹤0.01% | 2213 |
|
|
2024
Q4 | $624K | Buy |
18,642
+103
| +0.6% | +$3.45K | ﹤0.01% | 2184 |
|
|
2024
Q3 | $582K | Sell |
18,539
-41,899
| -69% | -$1.31M | ﹤0.01% | 2138 |
|
|
2024
Q2 | $1.66M | Sell |
60,438
-4,788
| -7% | -$131K | ﹤0.01% | 1786 |
|
|
2024
Q1 | $1.57M | Buy |
65,226
+700
| +1% | +$16.8K | ﹤0.01% | 1833 |
|
|
2023
Q4 | $1.74M | Buy |
64,526
+6,467
| +11% | +$174K | ﹤0.01% | 1778 |
|
|
2023
Q3 | $1,000K | Sell |
58,059
-1,795
| -3% | -$30.9K | ﹤0.01% | 1966 |
|
|
2023
Q2 | $963K | Sell |
59,854
-2,832
| -5% | -$45.6K | ﹤0.01% | 1997 |
|
|
2023
Q1 | $1.11M | Sell |
62,686
-6,097
| -9% | -$108K | ﹤0.01% | 1930 |
|
|
2022
Q4 | $1.58M | Buy |
68,783
+10,315
| +18% | +$238K | ﹤0.01% | 1798 |
|
|
2022
Q3 | $1.32M | Buy |
58,468
+45,383
| +347% | +$1.02M | ﹤0.01% | 1886 |
|
|
2022
Q2 | $259K | Sell |
13,085
-2,756
| -17% | -$54.6K | ﹤0.01% | 2334 |
|
|
2022
Q1 | $285K | Buy |
15,841
+1,410
| +10% | +$25.4K | ﹤0.01% | 2379 |
|
|
2021
Q4 | $242K | Buy |
14,431
+985
| +7% | +$16.5K | ﹤0.01% | 2424 |
|
|
2021
Q3 | $213K | Sell |
13,446
-72,409
| -84% | -$1.15M | ﹤0.01% | 2433 |
|
|
2021
Q2 | $1.34M | Sell |
85,855
-1,129
| -1% | -$17.6K | ﹤0.01% | 1966 |
|
|
2021
Q1 | $1.44M | Buy |
86,984
+8,631
| +11% | +$143K | ﹤0.01% | 1845 |
|
|
2020
Q4 | $1.08M | Sell |
78,353
-2,197
| -3% | -$30.2K | ﹤0.01% | 1862 |
|
|
2020
Q3 | $852K | Buy |
80,550
+68,214
| +553% | +$722K | ﹤0.01% | 1834 |
|
|
2020
Q2 | $156K | Sell |
12,336
-2,819
| -19% | -$35.6K | ﹤0.01% | 2294 |
|
|
2020
Q1 | $164K | Sell |
15,155
-2,395
| -14% | -$25.9K | ﹤0.01% | 2243 |
|
|
2019
Q4 | $341K | Sell |
17,550
-924
| -5% | -$18K | ﹤0.01% | 2244 |
|
|
2019
Q3 | $296K | Sell |
18,474
-4,271
| -19% | -$68.4K | ﹤0.01% | 2288 |
|
|
2019
Q2 | $397K | Buy |
+22,745
| New | +$397K | ﹤0.01% | 2220 |
|