Penn Capital Management’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 | $357K | Buy |
11,454
+264
| +2% | +$8.24K | 0.03% | 141 |
|
|
2025
Q1 | $322K | Buy |
+11,190
| New | +$322K | 0.03% | 143 |
|
|
2021
Q3 | – | Sell |
-144,128
| Closed | -$2.25M | – | 194 |
|
|
2021
Q2 | $2.25M | Buy |
144,128
+2,037
| +1% | +$31.8K | 0.22% | 127 |
|
|
2021
Q1 | $2.36M | Buy |
142,091
+32,742
| +30% | +$543K | 0.25% | 120 |
|
|
2020
Q4 | $1.5M | Buy |
109,349
+4,320
| +4% | +$59.3K | 0.19% | 137 |
|
|
2020
Q3 | $1.11M | Buy |
105,029
+1,179
| +1% | +$12.5K | 0.14% | 168 |
|
|
2020
Q2 | $1.31M | Sell |
103,850
-12,355
| -11% | -$156K | 0.17% | 166 |
|
|
2020
Q1 | $1.26M | Buy |
116,205
+1,823
| +2% | +$19.7K | 0.21% | 147 |
|
|
2019
Q4 | $2.23M | Buy |
114,382
+1,517
| +1% | +$29.5K | 0.23% | 162 |
|
|
2019
Q3 | $1.81M | Buy |
112,865
+39,450
| +54% | +$632K | 0.19% | 168 |
|
|
2019
Q2 | $1.28M | Buy |
73,415
+46,611
| +174% | +$813K | 0.13% | 180 |
|
|
2019
Q1 | $419K | Sell |
26,804
-31,229
| -54% | -$488K | 0.04% | 205 |
|
|
2018
Q4 | $1.13M | Buy |
58,033
+4,131
| +8% | +$80.6K | 0.11% | 179 |
|
|
2018
Q3 | $1.04M | Buy |
+53,902
| New | +$1.04M | 0.08% | 206 |
|