SEI Investments’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 | $327K | Buy |
10,464
+61
| +0.6% | +$1.9K | ﹤0.01% | 2372 |
|
|
2025
Q1 | $299K | Sell |
10,403
-18,993
| -65% | -$547K | ﹤0.01% | 2343 |
|
|
2024
Q4 | $984K | Sell |
29,396
-18,278
| -38% | -$612K | ﹤0.01% | 1946 |
|
|
2024
Q3 | $1.5M | Buy |
+47,674
| New | +$1.5M | ﹤0.01% | 1811 |
|
|
2023
Q1 | – | Sell |
-15,407
| Closed | -$355K | – | 2682 |
|
|
2022
Q4 | $355K | Sell |
15,407
-1,492
| -9% | -$34.4K | ﹤0.01% | 2143 |
|
|
2022
Q3 | $381K | Sell |
16,899
-9,333
| -36% | -$210K | ﹤0.01% | 2211 |
|
|
2022
Q2 | $507K | Buy |
26,232
+6,042
| +30% | +$117K | ﹤0.01% | 2097 |
|
|
2022
Q1 | $363K | Sell |
20,190
-5,582
| -22% | -$100K | ﹤0.01% | 2233 |
|
|
2021
Q4 | $432K | Sell |
25,772
-2,100
| -8% | -$35.2K | ﹤0.01% | 2179 |
|
|
2021
Q3 | $441K | Sell |
27,872
-2,232
| -7% | -$35.3K | ﹤0.01% | 2130 |
|
|
2021
Q2 | $470K | Buy |
30,104
+12,238
| +68% | +$191K | ﹤0.01% | 2124 |
|
|
2021
Q1 | $296K | Hold |
17,866
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q4 | $245K | Sell |
17,866
-2,900
| -14% | -$39.8K | ﹤0.01% | 2294 |
|
|
2020
Q3 | $220K | Buy |
20,766
+2,100
| +11% | +$22.2K | ﹤0.01% | 2203 |
|
|
2020
Q2 | $236K | Buy |
18,666
+2,600
| +16% | +$32.9K | ﹤0.01% | 2175 |
|
|
2020
Q1 | $174K | Sell |
16,066
-1,500
| -9% | -$16.2K | ﹤0.01% | 2163 |
|
|
2019
Q4 | $342K | Sell |
17,566
-2,100
| -11% | -$40.9K | ﹤0.01% | 2101 |
|
|
2019
Q3 | $315K | Buy |
19,666
+82
| +0.4% | +$1.31K | ﹤0.01% | 2105 |
|
|
2019
Q2 | $342K | Buy |
19,584
+3,137
| +19% | +$54.8K | ﹤0.01% | 2059 |
|
|
2019
Q1 | $257K | Buy |
16,447
+15,748
| +2,253% | +$246K | ﹤0.01% | 2180 |
|
|
2018
Q4 | $13K | Hold |
699
| – | – | ﹤0.01% | 2527 |
|
|
2018
Q3 | $13K | Buy |
+699
| New | +$13K | ﹤0.01% | 2408 |
|