Bailard’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $297K | Hold |
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|
2017
Q2 | $231K | Hold |
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|
2017
Q1 | $272K | Hold |
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|
2016
Q4 | $265K | Hold |
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|
2016
Q3 | $276K | Hold |
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|
2016
Q2 | $224K | Hold |
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|
2016
Q1 | $218K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $185K | Hold |
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|
2015
Q2 | $176K | Hold |
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|
2015
Q1 | $169K | Hold |
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|
2014
Q4 | $193K | Hold |
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|
2014
Q3 | $169K | Hold |
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|
2014
Q2 | $161K | Hold |
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|
2014
Q1 | $168K | Hold |
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|
2013
Q4 | $191K | Hold |
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|
2013
Q3 | $162K | Hold |
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|
2013
Q2 | $175K | Buy |
|