Amalgamated Bank’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Buy |
32,588
+8
| +0% | +$198 | 0.01% | 1119 |
|
|
2025
Q1 | $976K | Sell |
32,580
-953
| -3% | -$28.5K | 0.01% | 1030 |
|
|
2024
Q4 | $1.3M | Sell |
33,533
-103
| -0.3% | -$3.99K | 0.01% | 958 |
|
|
2024
Q3 | $1.34M | Sell |
33,636
-1,544
| -4% | -$61.7K | 0.01% | 955 |
|
|
2024
Q2 | $1.52M | Sell |
35,180
-1,419
| -4% | -$61.4K | 0.01% | 924 |
|
|
2024
Q1 | $1.82M | Sell |
36,599
-7,319
| -17% | -$365K | 0.02% | 884 |
|
|
2023
Q4 | $1.7M | Sell |
43,918
-2,983
| -6% | -$116K | 0.01% | 970 |
|
|
2023
Q3 | $1.86M | Sell |
46,901
-1,520
| -3% | -$60.3K | 0.02% | 897 |
|
|
2023
Q2 | $1.53M | Sell |
48,421
-7,876
| -14% | -$249K | 0.01% | 976 |
|
|
2023
Q1 | $1.59M | Sell |
56,297
-3,400
| -6% | -$95.7K | 0.01% | 949 |
|
|
2022
Q4 | $2.08M | Sell |
59,697
-36
| -0.1% | -$1.25K | 0.02% | 883 |
|
|
2022
Q3 | $2.25M | Buy |
59,733
+1,206
| +2% | +$45.4K | 0.02% | 789 |
|
|
2022
Q2 | $2M | Buy |
58,527
+3,960
| +7% | +$135K | 0.02% | 863 |
|
|
2022
Q1 | $2.13M | Sell |
54,567
-1,803
| -3% | -$70.2K | 0.02% | 906 |
|
|
2021
Q4 | $1.66M | Sell |
56,370
-857
| -1% | -$25.3K | 0.01% | 1028 |
|
|
2021
Q3 | $1.51M | Buy |
57,227
+3,200
| +6% | +$84.4K | 0.01% | 1057 |
|
|
2021
Q2 | $1.33M | Buy |
+54,027
| New | +$1.33M | 0.01% | 1145 |
|
|
2021
Q1 | – | Sell |
-10,012
| Closed | -$61K | – | 1621 |
|
|
2020
Q4 | $61K | Buy |
+10,012
| New | +$61K | ﹤0.01% | 1555 |
|
|
2020
Q3 | – | Sell |
-10,012
| Closed | -$38K | – | 1515 |
|
|
2020
Q2 | $38K | Sell |
10,012
-8,228
| -45% | -$31.2K | ﹤0.01% | 1456 |
|
|
2020
Q1 | $22K | Buy |
18,240
+137
| +0.8% | +$165 | ﹤0.01% | 1618 |
|
|
2019
Q4 | $203K | Buy |
18,103
+1,542
| +9% | +$17.3K | ﹤0.01% | 1632 |
|
|
2019
Q3 | $160K | Sell |
16,561
-238
| -1% | -$2.3K | ﹤0.01% | 1592 |
|
|
2019
Q2 | $210K | Sell |
16,799
-4,481
| -21% | -$56K | ﹤0.01% | 1562 |
|
|
2019
Q1 | $372K | Buy |
21,280
+511
| +2% | +$8.93K | 0.01% | 1143 |
|
|
2018
Q4 | $322K | Sell |
20,769
-323
| -2% | -$5.01K | 0.01% | 1138 |
|
|
2018
Q3 | $665K | Sell |
21,092
-137
| -0.6% | -$4.32K | 0.02% | 838 |
|
|
2018
Q2 | $545K | Buy |
21,229
+22
| +0.1% | +$565 | 0.01% | 979 |
|
|
2018
Q1 | $382K | Sell |
21,207
-256
| -1% | -$4.61K | 0.01% | 1094 |
|
|
2017
Q4 | $474K | Buy |
21,463
+1,286
| +6% | +$28.4K | 0.01% | 1012 |
|
|
2017
Q3 | $358K | Sell |
20,177
-822
| -4% | -$14.6K | 0.01% | 1109 |
|
|
2017
Q2 | $347K | Buy |
20,999
+6,478
| +45% | +$107K | 0.01% | 1114 |
|
|
2017
Q1 | $349K | Buy |
14,521
+549
| +4% | +$13.2K | 0.02% | 1040 |
|
|
2016
Q4 | $482K | Buy |
13,972
+3,266
| +31% | +$113K | 0.02% | 861 |
|
|
2016
Q3 | $413K | Buy |
10,706
+2,140
| +25% | +$82.6K | 0.02% | 826 |
|
|
2016
Q2 | $277K | Buy |
+8,566
| New | +$277K | 0.02% | 1067 |
|
|
2015
Q4 | – | Sell |
-7,949
| Closed | -$255K | – | 1264 |
|
|
2015
Q3 | $255K | Buy |
7,949
+76
| +1% | +$2.44K | 0.03% | 998 |
|
|
2015
Q2 | $363K | Sell |
7,873
-14
| -0.2% | -$645 | 0.04% | 816 |
|
|
2015
Q1 | $408K | Buy |
7,887
+270
| +4% | +$14K | 0.05% | 513 |
|
|
2014
Q4 | $294K | Buy |
7,617
+11
| +0.1% | +$425 | 0.05% | 593 |
|
|
2014
Q3 | $593K | Buy |
7,606
+96
| +1% | +$7.49K | 0.09% | 278 |
|
|
2014
Q2 | $632K | Sell |
7,510
-250
| -3% | -$21K | 0.1% | 251 |
|
|
2014
Q1 | $553K | Sell |
7,760
-55
| -0.7% | -$3.92K | 0.1% | 271 |
|
|
2013
Q4 | $650K | Buy |
+7,815
| New | +$650K | 0.11% | 213 |
|