Oxford Financial Group’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 | – | Sell |
-10,744
| Closed | -$294K | – | 298 |
|
|
2024
Q2 | $294K | Buy |
10,744
+6
| +0.1% | +$164 | 0.02% | 219 |
|
|
2024
Q1 | $258K | Buy |
10,738
+14
| +0.1% | +$336 | 0.02% | 202 |
|
|
2023
Q4 | $289K | Buy |
10,724
+236
| +2% | +$6.36K | 0.02% | 186 |
|
|
2023
Q3 | $181K | Hold |
10,488
| – | – | 0.02% | 216 |
|
|
2023
Q2 | $169K | Buy |
+10,488
| New | +$169K | 0.02% | 231 |
|