Ameriprise’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
91,914
+70,181
| +323% | +$494K | ﹤0.01% | 3408 |
|
|
2025
Q1 | $99.8K | Sell |
21,733
-67,520
| -76% | -$310K | ﹤0.01% | 3847 |
|
|
2024
Q4 | $560K | Sell |
89,253
-37,809
| -30% | -$237K | ﹤0.01% | 3464 |
|
|
2024
Q3 | $1.42M | Sell |
127,062
-3,969
| -3% | -$44.4K | ﹤0.01% | 3061 |
|
|
2024
Q2 | $2.09M | Sell |
131,031
-17,307
| -12% | -$276K | ﹤0.01% | 2845 |
|
|
2024
Q1 | $2.74M | Sell |
148,338
-7,126
| -5% | -$131K | ﹤0.01% | 2713 |
|
|
2023
Q4 | $3.04M | Buy |
155,464
+1,685
| +1% | +$33K | ﹤0.01% | 2660 |
|
|
2023
Q3 | $3.09M | Sell |
153,779
-14,039
| -8% | -$282K | ﹤0.01% | 2610 |
|
|
2023
Q2 | $3.16M | Buy |
167,818
+28,150
| +20% | +$531K | ﹤0.01% | 2639 |
|
|
2023
Q1 | $2.61M | Sell |
139,668
-984
| -0.7% | -$18.4K | ﹤0.01% | 2707 |
|
|
2022
Q4 | $3.03M | Sell |
140,652
-681
| -0.5% | -$14.7K | ﹤0.01% | 2603 |
|
|
2022
Q3 | $2.4M | Sell |
141,333
-1,198
| -0.8% | -$20.3K | ﹤0.01% | 2701 |
|
|
2022
Q2 | $2.44M | Buy |
142,531
+10,554
| +8% | +$181K | ﹤0.01% | 2742 |
|
|
2022
Q1 | $2.74M | Buy |
131,977
+873
| +0.7% | +$18.1K | ﹤0.01% | 2776 |
|
|
2021
Q4 | $2.59M | Sell |
131,104
-1,208
| -0.9% | -$23.8K | ﹤0.01% | 2845 |
|
|
2021
Q3 | $2.7M | Sell |
132,312
-4,703
| -3% | -$95.9K | ﹤0.01% | 2749 |
|
|
2021
Q2 | $4.04M | Sell |
137,015
-41,611
| -23% | -$1.23M | ﹤0.01% | 2590 |
|
|
2021
Q1 | $5.68M | Buy |
178,626
+29,749
| +20% | +$946K | ﹤0.01% | 2322 |
|
|
2020
Q4 | $4.5M | Buy |
148,877
+11,850
| +9% | +$358K | ﹤0.01% | 2346 |
|
|
2020
Q3 | $2.52M | Buy |
137,027
+26,112
| +24% | +$480K | ﹤0.01% | 2531 |
|
|
2020
Q2 | $2.29M | Buy |
110,915
+39,084
| +54% | +$808K | ﹤0.01% | 2536 |
|
|
2020
Q1 | $1.2M | Sell |
71,831
-3,562
| -5% | -$59.7K | ﹤0.01% | 2739 |
|
|
2019
Q4 | $2.21M | Sell |
75,393
-82,686
| -52% | -$2.42M | ﹤0.01% | 2686 |
|
|
2019
Q3 | $4.89M | Sell |
158,079
-8,675
| -5% | -$269K | ﹤0.01% | 2221 |
|
|
2019
Q2 | $5.26M | Buy |
166,754
+61,949
| +59% | +$1.95M | ﹤0.01% | 2220 |
|
|
2019
Q1 | $3.02M | Sell |
104,805
-15,410
| -13% | -$445K | ﹤0.01% | 2533 |
|
|
2018
Q4 | $2.96M | Buy |
120,215
+5,770
| +5% | +$142K | ﹤0.01% | 2450 |
|
|
2018
Q3 | $3.4M | Sell |
114,445
-27,876
| -20% | -$828K | ﹤0.01% | 2585 |
|
|
2018
Q2 | $5M | Buy |
142,321
+52,030
| +58% | +$1.83M | ﹤0.01% | 2242 |
|
|
2018
Q1 | $2.49M | Sell |
90,291
-4,949
| -5% | -$137K | ﹤0.01% | 2599 |
|
|
2017
Q4 | $2.18M | Buy |
95,240
+57,607
| +153% | +$1.32M | ﹤0.01% | 2607 |
|
|
2017
Q3 | $745K | Buy |
37,633
+9,043
| +32% | +$179K | ﹤0.01% | 3077 |
|
|
2017
Q2 | $440K | Buy |
+28,590
| New | +$440K | ﹤0.01% | 3277 |
|
|
2014
Q4 | – | Sell |
-10
| Closed | – | – | 4332 |
|
|
2014
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 5840 |
|
|
2014
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 5626 |
|
|
2014
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 5374 |
|
|
2013
Q4 | $0 | Sell |
10
-1,776
| -99% | – | ﹤0.01% | 5384 |
|
|
2013
Q3 | $19K | Hold |
1,786
| – | – | ﹤0.01% | 4452 |
|
|
2013
Q2 | $21K | Buy |
+1,786
| New | +$21K | ﹤0.01% | 4248 |
|