Allworth Financial’s Stoneridge SRI Stock Holding History

Allworth Financial’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$733	Buy
2023 Q4	–	Sell
2023 Q3	$1.95K	Hold
2023 Q2	$1.83K	Sell
2023 Q1	$2.13K	Hold
2022 Q4	$2.46K	Buy
2022 Q3	$2K	Buy