AYAL Capital Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Hold |
923,494
| – | – | 1.55% | 9 |
|
|
2025
Q1 | $4.24M | Hold |
923,494
| – | – | 1.4% | 21 |
|
|
2024
Q4 | $5.79M | Buy |
923,494
+669,935
| +264% | +$4.2M | 1.49% | 19 |
|
|
2024
Q3 | $2.84M | Sell |
253,559
-136,834
| -35% | -$1.53M | 0.97% | 23 |
|
|
2024
Q2 | $6.23M | Buy |
390,393
+12,900
| +3% | +$206K | 2.37% | 12 |
|
|
2024
Q1 | $6.96M | Buy |
377,493
+79,836
| +27% | +$1.47M | 3.06% | 9 |
|
|
2023
Q4 | $5.83M | Buy |
+297,657
| New | +$5.83M | 2.44% | 6 |
|