Ameritas Investment Partners’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,594
| Closed | -$11.9K | – | 3333 |
|
|
2025
Q1 | $11.9K | Hold |
2,594
| – | – | ﹤0.01% | 2764 |
|
|
2024
Q4 | $16.3K | Hold |
2,594
| – | – | ﹤0.01% | 2716 |
|
|
2024
Q3 | $29K | Hold |
2,594
| – | – | ﹤0.01% | 2473 |
|
|
2024
Q2 | $41.4K | Hold |
2,594
| – | – | ﹤0.01% | 2241 |
|
|
2024
Q1 | $47.8K | Hold |
2,594
| – | – | ﹤0.01% | 2173 |
|
|
2023
Q4 | $50.8K | Hold |
2,594
| – | – | ﹤0.01% | 2167 |
|
|
2023
Q3 | $52.1K | Buy |
2,594
+420
| +19% | +$8.43K | ﹤0.01% | 2083 |
|
|
2023
Q2 | $41K | Hold |
2,174
| – | – | ﹤0.01% | 2160 |
|
|
2023
Q1 | $40.7K | Hold |
2,174
| – | – | ﹤0.01% | 2101 |
|
|
2022
Q4 | $49.1K | Hold |
2,174
| – | – | ﹤0.01% | 2064 |
|
|
2022
Q3 | $36K | Hold |
2,174
| – | – | ﹤0.01% | 2212 |
|
|
2022
Q2 | $37K | Hold |
2,174
| – | – | ﹤0.01% | 2195 |
|
|
2022
Q1 | $45K | Hold |
2,174
| – | – | ﹤0.01% | 2120 |
|
|
2021
Q4 | $43K | Hold |
2,174
| – | – | ﹤0.01% | 2221 |
|
|
2021
Q3 | $44K | Hold |
2,174
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q2 | $64K | Hold |
2,174
| – | – | ﹤0.01% | 2024 |
|
|
2021
Q1 | $69K | Hold |
2,174
| – | – | ﹤0.01% | 1889 |
|
|
2020
Q4 | $66K | Hold |
2,174
| – | – | ﹤0.01% | 1823 |
|
|
2020
Q3 | $40K | Hold |
2,174
| – | – | ﹤0.01% | 1980 |
|
|
2020
Q2 | $45K | Hold |
2,174
| – | – | ﹤0.01% | 1896 |
|
|
2020
Q1 | $36K | Hold |
2,174
| – | – | ﹤0.01% | 1851 |
|
|
2019
Q4 | $64K | Hold |
2,174
| – | – | ﹤0.01% | 1770 |
|
|
2019
Q3 | $67K | Hold |
2,174
| – | – | ﹤0.01% | 1705 |
|
|
2019
Q2 | $69K | Hold |
2,174
| – | – | ﹤0.01% | 1723 |
|
|
2019
Q1 | $63K | Hold |
2,174
| – | – | ﹤0.01% | 1747 |
|
|
2018
Q4 | $54K | Hold |
2,174
| – | – | ﹤0.01% | 1772 |
|
|
2018
Q3 | $65K | Hold |
2,174
| – | – | ﹤0.01% | 1836 |
|
|
2018
Q2 | $76K | Hold |
2,174
| – | – | ﹤0.01% | 1719 |
|
|
2018
Q1 | $60K | Hold |
2,174
| – | – | ﹤0.01% | 1819 |
|
|
2017
Q4 | $50K | Hold |
2,174
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q3 | $36K | Hold |
2,174
| – | – | ﹤0.01% | 2076 |
|
|
2017
Q2 | $34K | Hold |
2,174
| – | – | ﹤0.01% | 2153 |
|
|
2017
Q1 | $39K | Buy |
+2,174
| New | +$39K | ﹤0.01% | 2004 |
|