Principal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
43,745
+24,216
| +124% | +$756K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $561K | Buy |
19,529
+537
| +3% | +$15.4K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $636K | Buy |
18,992
+1,722
| +10% | +$57.6K | ﹤0.01% | 1930 |
|
|
2024
Q3 | $542K | Sell |
17,270
-368
| -2% | -$11.5K | ﹤0.01% | 1933 |
|
|
2024
Q2 | $483K | Buy |
17,638
+1,755
| +11% | +$48.1K | ﹤0.01% | 1965 |
|
|
2024
Q1 | $381K | Buy |
15,883
+1,265
| +9% | +$30.4K | ﹤0.01% | 2042 |
|
|
2023
Q4 | $394K | Buy |
14,618
+2,986
| +26% | +$80.4K | ﹤0.01% | 2004 |
|
|
2023
Q3 | $200K | Buy |
+11,632
| New | +$200K | ﹤0.01% | 2166 |
|
|
2023
Q2 | – | Sell |
-17,929
| Closed | -$317K | – | 2422 |
|
|
2023
Q1 | $317K | Sell |
17,929
-1,822
| -9% | -$32.2K | ﹤0.01% | 2071 |
|
|
2022
Q4 | $455K | Buy |
+19,751
| New | +$455K | ﹤0.01% | 2001 |
|
|
2020
Q4 | – | Sell |
-17,408
| Closed | -$184K | – | 2417 |
|
|
2020
Q3 | $184K | Buy |
+17,408
| New | +$184K | ﹤0.01% | 2221 |
|