Amalgamated Bank’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
1,540
| – | – | ﹤0.01% | 2447 |
|
|
2025
Q1 | $10K | Hold |
1,540
| – | – | ﹤0.01% | 2385 |
|
|
2024
Q4 | $11K | Hold |
1,540
| – | – | ﹤0.01% | 2404 |
|
|
2024
Q3 | $10K | Hold |
1,540
| – | – | ﹤0.01% | 2476 |
|
|
2024
Q2 | $5K | Hold |
1,540
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q1 | $6K | Sell |
1,540
-2,079
| -57% | -$8.1K | ﹤0.01% | 2678 |
|
|
2023
Q4 | $10K | Sell |
3,619
-458
| -11% | -$1.27K | ﹤0.01% | 2863 |
|
|
2023
Q3 | $11K | Hold |
4,077
| – | – | ﹤0.01% | 2881 |
|
|
2023
Q2 | $15K | Sell |
4,077
-1,989
| -33% | -$7.32K | ﹤0.01% | 2876 |
|
|
2023
Q1 | $17K | Sell |
6,066
-906
| -13% | -$2.54K | ﹤0.01% | 2708 |
|
|
2022
Q4 | $22K | Hold |
6,972
| – | – | ﹤0.01% | 2730 |
|
|
2022
Q3 | $25K | Buy |
6,972
+10
| +0.1% | +$36 | ﹤0.01% | 2749 |
|
|
2022
Q2 | $48K | Buy |
6,962
+534
| +8% | +$3.68K | ﹤0.01% | 2510 |
|
|
2022
Q1 | $85K | Buy |
+6,428
| New | +$85K | ﹤0.01% | 2257 |
|