Boston Partners’s Stoneridge SRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $604K | Sell |
85,801
-3,466
| -4% | -$24.4K | ﹤0.01% | 633 |
|
2025
Q1 | $410K | Buy |
89,267
+18,065
| +25% | +$82.9K | ﹤0.01% | 652 |
|
2024
Q4 | $446K | Buy |
71,202
+40,087
| +129% | +$251K | ﹤0.01% | 655 |
|
2024
Q3 | $348K | Sell |
31,115
-6,093
| -16% | -$68.2K | ﹤0.01% | 694 |
|
2024
Q2 | $594K | Buy |
37,208
+21,033
| +130% | +$336K | ﹤0.01% | 644 |
|
2024
Q1 | $298K | Hold |
16,175
| – | – | ﹤0.01% | 737 |
|
2023
Q4 | $317K | Sell |
16,175
-20,041
| -55% | -$392K | ﹤0.01% | 665 |
|
2023
Q3 | $727K | Hold |
36,216
| – | – | ﹤0.01% | 587 |
|
2023
Q2 | $683K | Buy |
36,216
+3,378
| +10% | +$63.7K | ﹤0.01% | 583 |
|
2023
Q1 | $614K | Buy |
32,838
+2,998
| +10% | +$56.1K | ﹤0.01% | 579 |
|
2022
Q4 | $643K | Buy |
29,840
+3,275
| +12% | +$70.6K | ﹤0.01% | 567 |
|
2022
Q3 | $450K | Buy |
26,565
+1,898
| +8% | +$32.2K | ﹤0.01% | 615 |
|
2022
Q2 | $423K | Buy |
24,667
+2,979
| +14% | +$51.1K | ﹤0.01% | 626 |
|
2022
Q1 | $450K | Buy |
21,688
+4,212
| +24% | +$87.4K | ﹤0.01% | 631 |
|
2021
Q4 | $345K | Buy |
+17,476
| New | +$345K | ﹤0.01% | 636 |
|