UBS Group’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 | $2.46M | Sell |
78,858
-9,058
| -10% | -$283K | ﹤0.01% | 3650 |
|
|
2025
Q1 | $2.53M | Sell |
87,916
-40,822
| -32% | -$1.17M | ﹤0.01% | 3539 |
|
|
2024
Q4 | $4.31M | Buy |
128,738
+96,219
| +296% | +$3.22M | ﹤0.01% | 3109 |
|
|
2024
Q3 | $1.02M | Buy |
32,519
+1,877
| +6% | +$58.9K | ﹤0.01% | 3574 |
|
|
2024
Q2 | $840K | Buy |
30,642
+2,415
| +9% | +$66.2K | ﹤0.01% | 3538 |
|
|
2024
Q1 | $677K | Sell |
28,227
-253
| -0.9% | -$6.07K | ﹤0.01% | 3861 |
|
|
2023
Q4 | $767K | Buy |
28,480
+9,566
| +51% | +$258K | ﹤0.01% | 3638 |
|
|
2023
Q3 | $326K | Sell |
18,914
-698
| -4% | -$12K | ﹤0.01% | 3911 |
|
|
2023
Q2 | $316K | Sell |
19,612
-413
| -2% | -$6.65K | ﹤0.01% | 4159 |
|
|
2023
Q1 | $354K | Buy |
20,025
+3,279
| +20% | +$58K | ﹤0.01% | 3943 |
|
|
2022
Q4 | $386K | Buy |
16,746
+6,729
| +67% | +$155K | ﹤0.01% | 3893 |
|
|
2022
Q3 | $226K | Buy |
10,017
+2,487
| +33% | +$56.1K | ﹤0.01% | 3964 |
|
|
2022
Q2 | $149K | Buy |
7,530
+3,755
| +99% | +$74.3K | ﹤0.01% | 4144 |
|
|
2022
Q1 | $67K | Sell |
3,775
-2,317
| -38% | -$41.1K | ﹤0.01% | 5196 |
|
|
2021
Q4 | $102K | Buy |
6,092
+5,792
| +1,931% | +$97K | ﹤0.01% | 5230 |
|
|
2021
Q3 | $5K | Sell |
300
-746
| -71% | -$12.4K | ﹤0.01% | 7360 |
|
|
2021
Q2 | $17K | Sell |
1,046
-6,554
| -86% | -$107K | ﹤0.01% | 6403 |
|
|
2021
Q1 | $126K | Buy |
7,600
+1,217
| +19% | +$20.2K | ﹤0.01% | 4802 |
|
|
2020
Q4 | $88K | Buy |
6,383
+5,586
| +701% | +$77K | ﹤0.01% | 4779 |
|
|
2020
Q3 | $8K | Sell |
797
-7,416
| -90% | -$74.4K | ﹤0.01% | 6120 |
|
|
2020
Q2 | $104K | Sell |
8,213
-4,680
| -36% | -$59.3K | ﹤0.01% | 4447 |
|
|
2020
Q1 | $140K | Sell |
12,893
-6,679
| -34% | -$72.5K | ﹤0.01% | 4156 |
|
|
2019
Q4 | $381K | Buy |
19,572
+7,251
| +59% | +$141K | ﹤0.01% | 4110 |
|
|
2019
Q3 | $197K | Buy |
12,321
+9,797
| +388% | +$157K | ﹤0.01% | 4373 |
|
|
2019
Q2 | $44K | Buy |
+2,524
| New | +$44K | ﹤0.01% | 5164 |
|
|
2019
Q1 | – | Sell |
-4,361
| Closed | -$85K | – | 6843 |
|
|
2018
Q4 | $85K | Buy |
4,361
+1,205
| +38% | +$23.5K | ﹤0.01% | 4781 |
|
|
2018
Q3 | $61K | Buy |
+3,156
| New | +$61K | ﹤0.01% | 5120 |
|