Allworth Financial’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733 | Buy |
+104
| New | +$733 | ﹤0.01% | 4030 |
|
|
2023
Q4 | – | Sell |
-97
| Closed | -$1.95K | – | 3612 |
|
|
2023
Q3 | $1.95K | Hold |
97
| – | – | ﹤0.01% | 2551 |
|
|
2023
Q2 | $1.83K | Sell |
97
-17
| -15% | -$321 | ﹤0.01% | 2522 |
|
|
2023
Q1 | $2.13K | Hold |
114
| – | – | ﹤0.01% | 2382 |
|
|
2022
Q4 | $2.46K | Buy |
114
+17
| +18% | +$367 | ﹤0.01% | 2166 |
|
|
2022
Q3 | $2K | Buy |
+97
| New | +$2K | ﹤0.01% | 2226 |
|