UBS AM’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 | $2.75M | Buy |
88,210
+23,100
| +35% | +$721K | ﹤0.01% | 1999 |
|
|
2025
Q1 | $1.87M | Buy |
65,110
+9,500
| +17% | +$273K | ﹤0.01% | 2023 |
|
|
2024
Q4 | $1.86M | Buy |
55,610
+4,115
| +8% | +$138K | ﹤0.01% | 2088 |
|
|
2024
Q3 | $1.62M | Sell |
51,495
-1,362
| -3% | -$42.7K | ﹤0.01% | 2157 |
|
|
2024
Q2 | $1.45M | Buy |
52,857
+14,877
| +39% | +$408K | ﹤0.01% | 2167 |
|
|
2024
Q1 | $912K | Buy |
37,980
+1,729
| +5% | +$41.5K | ﹤0.01% | 2062 |
|
|
2023
Q4 | $977K | Buy |
36,251
+8,510
| +31% | +$229K | ﹤0.01% | 2030 |
|
|
2023
Q3 | $478K | Hold |
27,741
| – | – | ﹤0.01% | 2316 |
|
|
2023
Q2 | $491K | Hold |
27,741
| – | – | ﹤0.01% | 2331 |
|
|
2023
Q1 | $491K | Buy |
+27,741
| New | +$491K | ﹤0.01% | 2331 |
|
|
2022
Q4 | – | Sell |
-25,286
| Closed | -$570K | – | 2550 |
|
|
2022
Q3 | $570K | Buy |
+25,286
| New | +$570K | ﹤0.01% | 2289 |
|