Trillium Asset Management’s Amalgamated Financial AMAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-293,182	Closed	-$5.27M	–	229
2022 Q1	$5.27M	Hold	293,182	–	–	0.14%	125
2021 Q4	$4.92M	Hold	293,182	–	–	0.12%	137
2021 Q3	$4.64M	Hold	293,182	–	–	0.12%	131
2021 Q2	$4.58M	Hold	293,182	–	–	0.13%	127
2021 Q1	$4.86M	Hold	293,182	–	–	0.15%	119
2020 Q4	$4.03M	Buy	293,182 +1,918	+0.7%	+$24.4K	0.14%	116
2020 Q3	$3.08M	Buy	291,264 +3,104	+1%	+$36.3K	0.13%	114
2020 Q2	$3.64M	Hold	288,160	–	–	0.16%	112
2020 Q1	$3.12M	Hold	288,160	–	–	0.16%	120
2019 Q4	$5.61M	Hold	288,160	–	–	0.25%	113
2019 Q3	$4.62M	Hold	288,160	–	–	0.22%	119
2019 Q2	$5.03M	Hold	288,160	–	–	0.24%	114
2019 Q1	$4.51M	Hold	288,160	–	–	0.23%	115
2018 Q4	$5.34M	Hold	288,160	–	–	0.31%	103
2018 Q3	$4.6M	Buy	+288,160	New	+$5.16M	0.23%	118