Occudo Quantitative Strategies’s Amalgamated Financial AMAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,410
Closed -$421K 664
2024
Q3
$421K Sell
13,410
-157
-1% -$4.93K 0.08% 330
2024
Q2
$372K Sell
13,567
-4,713
-26% -$129K 0.07% 386
2024
Q1
$439K Sell
18,280
-4,125
-18% -$99K 0.08% 343
2023
Q4
$604K Buy
+22,405
New +$604K 0.08% 335
2023
Q3
Sell
-26,622
Closed -$428K 951
2023
Q2
$428K Buy
+26,622
New +$428K 0.04% 603
2022
Q4
Sell
-35,833
Closed -$808K 937
2022
Q3
$808K Buy
+35,833
New +$808K 0.06% 492