Virtus Investment Advisers’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,100
| Closed | -$204K | – | 485 |
|
|
2024
Q4 | $204K | Hold |
6,100
| – | – | 0.16% | 198 |
|
|
2024
Q3 | $191K | Hold |
6,100
| – | – | 0.15% | 204 |
|
|
2024
Q2 | $167K | Sell |
6,100
-17,500
| -74% | -$480K | 0.14% | 198 |
|
|
2024
Q1 | $566K | Buy |
23,600
+17,200
| +269% | +$413K | 0.4% | 72 |
|
|
2023
Q4 | $172K | Buy |
+6,400
| New | +$172K | 0.13% | 207 |
|