Amalgamated Bank’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-909
| Closed | -$4K | – | 3132 |
|
|
2025
Q1 | $4K | Hold |
909
| – | – | ﹤0.01% | 2751 |
|
|
2024
Q4 | $6K | Hold |
909
| – | – | ﹤0.01% | 2685 |
|
|
2024
Q3 | $10K | Hold |
909
| – | – | ﹤0.01% | 2475 |
|
|
2024
Q2 | $15K | Hold |
909
| – | – | ﹤0.01% | 2250 |
|
|
2024
Q1 | $17K | Sell |
909
-1,684
| -65% | -$31.5K | ﹤0.01% | 2213 |
|
|
2023
Q4 | $51K | Sell |
2,593
-270
| -9% | -$5.31K | ﹤0.01% | 2245 |
|
|
2023
Q3 | $57K | Hold |
2,863
| – | – | ﹤0.01% | 2202 |
|
|
2023
Q2 | $54K | Sell |
2,863
-1
| -0% | -$19 | ﹤0.01% | 2289 |
|
|
2023
Q1 | $54K | Sell |
2,864
-603
| -17% | -$11.4K | ﹤0.01% | 2280 |
|
|
2022
Q4 | $75K | Hold |
3,467
| – | – | ﹤0.01% | 2259 |
|
|
2022
Q3 | $59K | Buy |
3,467
+11
| +0.3% | +$187 | ﹤0.01% | 2387 |
|
|
2022
Q2 | $59K | Buy |
3,456
+130
| +4% | +$2.22K | ﹤0.01% | 2399 |
|
|
2022
Q1 | $69K | Buy |
+3,326
| New | +$69K | ﹤0.01% | 2324 |
|