Patriot Financial Partners’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-604,138
| Closed | -$10M | – | 16 |
|
|
2021
Q1 | $10M | Sell |
604,138
-230,799
| -28% | -$3.83M | 3.28% | 14 |
|
|
2020
Q4 | $11.5M | Hold |
834,937
| – | – | 4.92% | 10 |
|
|
2020
Q3 | $8.83M | Hold |
834,937
| – | – | 4.91% | 9 |
|
|
2020
Q2 | $10.6M | Hold |
834,937
| – | – | 5.46% | 7 |
|
|
2020
Q1 | $9.03M | Buy |
834,937
+240,000
| +40% | +$2.6M | 5.35% | 9 |
|
|
2019
Q4 | $11.6M | Hold |
594,937
| – | – | 4.16% | 9 |
|
|
2019
Q3 | $9.53M | Hold |
594,937
| – | – | 3.35% | 11 |
|
|
2019
Q2 | $10.4M | Hold |
594,937
| – | – | 4.1% | 9 |
|
|
2019
Q1 | $9.31M | Hold |
594,937
| – | – | 4.17% | 10 |
|
|
2018
Q4 | $11.6M | Buy |
594,937
+194,937
| +49% | +$3.8M | 7.07% | 7 |
|
|
2018
Q3 | $7.72M | Buy |
+400,000
| New | +$7.72M | 3.99% | 7 |
|