AMALGAMATED FINANCIAL CORP

Ticker: AMAL CUSIP: 022671101 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 58,218 Value ($000) $1,865 Avg Close $28.91 Range $24.90 - $33.61
Q3 2025
Shares 22,005 Value ($000) $597 Avg Close $29.38 Range $26.23 - $33.11
Q2 2025
Shares 28,633 Value ($000) $893 Avg Close $28.83 Range $24.56 - $31.59
Q1 2025
Shares 25,872 Value ($000) $744 Avg Close $32.04 Range $27.44 - $36.56
Q4 2024
Shares 15,973 Value ($000) $535 Avg Close $33.53 Range $28.73 - $37.32
Q3 2024
Shares 14,156 Value ($000) $444 Avg Close $29.47 Range $24.90 - $32.37
Q2 2024
Shares 11,344 Value ($000) $311 Avg Close $23.62 Range $20.58 - $26.75
Q4 2023
Shares 11,688 Value ($000) $315 Avg Close $19.74 Range $14.53 - $26.69