Rothschild Investment LLC’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 | $2.65K | Buy |
85
+50
| +143% | +$1.56K | ﹤0.01% | 1866 |
|
|
2025
Q1 | $1.01K | Hold |
35
| – | – | ﹤0.01% | 2337 |
|
|
2024
Q4 | $1.17K | Sell |
35
-5
| -13% | -$167 | ﹤0.01% | 2116 |
|
|
2024
Q3 | $1.26K | Buy |
40
+25
| +167% | +$784 | ﹤0.01% | 1998 |
|
|
2024
Q2 | $411 | Buy |
15
+10
| +200% | +$274 | ﹤0.01% | 2135 |
|
|
2024
Q1 | $120 | Buy |
+5
| New | +$120 | ﹤0.01% | 2100 |
|