Atria Wealth Solutions’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,009
| Closed | -$96.4K | – | 1859 |
|
|
2025
Q1 | $96.4K | Hold |
21,009
| – | – | ﹤0.01% | 1785 |
|
|
2024
Q4 | $132K | Hold |
21,009
| – | – | ﹤0.01% | 1850 |
|
|
2024
Q3 | $235K | Hold |
21,009
| – | – | ﹤0.01% | 1659 |
|
|
2024
Q2 | $335K | Hold |
21,009
| – | – | ﹤0.01% | 1433 |
|
|
2024
Q1 | $387K | Buy |
+21,009
| New | +$387K | ﹤0.01% | 1380 |
|