Isthmus Partners’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 | $3.42M | Buy |
109,735
+201
| +0.2% | +$6.27K | 0.4% | 68 |
|
|
2025
Q1 | $3.15M | Sell |
109,534
-214
| -0.2% | -$6.15K | 0.39% | 63 |
|
|
2024
Q4 | $3.67M | Sell |
109,748
-609
| -0.6% | -$20.4K | 0.45% | 59 |
|
|
2024
Q3 | $3.46M | Sell |
110,357
-26,117
| -19% | -$819K | 0.41% | 62 |
|
|
2024
Q2 | $3.74M | Buy |
136,474
+77
| +0.1% | +$2.11K | 0.44% | 65 |
|
|
2024
Q1 | $3.27M | Buy |
136,397
+38,112
| +39% | +$915K | 0.37% | 80 |
|
|
2023
Q4 | $2.65M | Buy |
98,285
+1,314
| +1% | +$35.4K | 0.34% | 66 |
|
|
2023
Q3 | $1.67M | Buy |
96,971
+4,083
| +4% | +$70.3K | 0.24% | 94 |
|
|
2023
Q2 | $1.49M | Buy |
92,888
+2,982
| +3% | +$48K | 0.2% | 101 |
|
|
2023
Q1 | $1.59M | Buy |
89,906
+4,853
| +6% | +$85.9K | 0.22% | 95 |
|
|
2022
Q4 | $1.96M | Sell |
85,053
-26,371
| -24% | -$608K | 0.29% | 74 |
|
|
2022
Q3 | $2.51M | Buy |
111,424
+3,416
| +3% | +$77K | 0.43% | 53 |
|
|
2022
Q2 | $2.14M | Buy |
108,008
+419
| +0.4% | +$8.29K | 0.4% | 53 |
|
|
2022
Q1 | $1.93M | Buy |
107,589
+4,797
| +5% | +$86.2K | 0.32% | 65 |
|
|
2021
Q4 | $1.72M | Buy |
102,792
+1,577
| +2% | +$26.4K | 0.29% | 81 |
|
|
2021
Q3 | $1.6M | Buy |
101,215
+1,057
| +1% | +$16.7K | 0.29% | 80 |
|
|
2021
Q2 | $1.57M | Buy |
100,158
+2,872
| +3% | +$44.9K | 0.28% | 85 |
|
|
2021
Q1 | $1.61M | Buy |
97,286
+1,913
| +2% | +$31.7K | 0.3% | 81 |
|
|
2020
Q4 | $1.31M | Buy |
95,373
+11,870
| +14% | +$163K | 0.27% | 87 |
|
|
2020
Q3 | $883K | Buy |
83,503
+3,212
| +4% | +$34K | 0.21% | 97 |
|
|
2020
Q2 | $1.02M | Buy |
80,291
+17,610
| +28% | +$223K | 0.25% | 82 |
|
|
2020
Q1 | $678K | Buy |
62,681
+22,316
| +55% | +$241K | 0.21% | 86 |
|
|
2019
Q4 | $785K | Buy |
40,365
+4,889
| +14% | +$95.1K | 0.18% | 101 |
|
|
2019
Q3 | $568K | Buy |
35,476
+23,400
| +194% | +$375K | 0.13% | 107 |
|
|
2019
Q2 | $211K | Buy |
+12,076
| New | +$211K | 0.05% | 133 |
|