Schroder Investment Management 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
Q1 | – | Sell |
-223,130
| Closed | -$6.01M | – | 1201 |
|
|
2023
Q4 | $6.01M | Sell |
223,130
-93,977
| -30% | -$2.53M | 0.01% | 730 |
|
|
2023
Q3 | $5.46M | Buy |
317,107
+66,420
| +26% | +$1.14M | 0.01% | 734 |
|
|
2023
Q2 | $4.03M | Buy |
250,687
+46,291
| +23% | +$745K | 0.01% | 825 |
|
|
2023
Q1 | $3.62M | Sell |
204,396
-130,067
| -39% | -$2.3M | 0.01% | 845 |
|
|
2022
Q4 | $7.71M | Sell |
334,463
-57,209
| -15% | -$1.32M | 0.01% | 683 |
|
|
2022
Q3 | $8.83M | Buy |
+391,672
| New | +$8.83M | 0.01% | 643 |
|
|
2022
Q1 | – | Sell |
-2,095
| Closed | -$35K | – | 1351 |
|
|
2021
Q4 | $35K | Buy |
+2,095
| New | +$35K | ﹤0.01% | 1331 |
|