Charles Schwab’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 | $1.05M | Sell |
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|
2025
Q1 | $981K | Sell |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $3.84M | Sell |
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|
2024
Q2 | $6.54M | Sell |
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|
2024
Q1 | $8.49M | Buy |
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|
2023
Q4 | $8.63M | Buy |
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|
2023
Q3 | $8.34M | Buy |
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|
2023
Q2 | $7.75M | Buy |
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|
2023
Q1 | $7.57M | Sell |
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|
2022
Q4 | $9.11M | Sell |
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|
2022
Q3 | $7.18M | Buy |
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|
2022
Q2 | $6.99M | Buy |
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|
2022
Q1 | $7.64M | Buy |
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|
2021
Q4 | $6.45M | Buy |
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|
2021
Q3 | $6.07M | Buy |
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|
2021
Q2 | $8.34M | Buy |
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|
2021
Q1 | $8.65M | Buy |
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|
2020
Q4 | $7.94M | Buy |
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|
2020
Q3 | $4.75M | Buy |
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|
2020
Q2 | $5.29M | Sell |
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|
2020
Q1 | $4.37M | Buy |
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|
2019
Q4 | $7.2M | Buy |
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|
2019
Q3 | $6.87M | Buy |
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|
2019
Q2 | $6.37M | Buy |
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|
2019
Q1 | $5.03M | Buy |
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|
2018
Q4 | $3.64M | Sell |
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|
2018
Q3 | $4.39M | Buy |
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|
2018
Q2 | $4.92M | Buy |
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|
2018
Q1 | $3.47M | Buy |
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|
2017
Q4 | $2.81M | Buy |
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|
2017
Q3 | $2.34M | Buy |
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|
2017
Q2 | $1.73M | Buy |
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|
2017
Q1 | $2.03M | Buy |
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|
2016
Q4 | $1.88M | Buy |
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|
2016
Q3 | $1.86M | Buy |
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|
2016
Q2 | $833K | Hold |
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|
2016
Q1 | $811K | Hold |
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|
2015
Q4 | $825K | Hold |
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|
2015
Q3 | $688K | Hold |
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|
2015
Q2 | $653K | Hold |
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|
2015
Q1 | $629K | Hold |
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|
2014
Q4 | $717K | Hold |
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|
2014
Q3 | $628K | Hold |
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|
2014
Q2 | $598K | Hold |
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|
2014
Q1 | $626K | Sell |
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|
2013
Q4 | $859K | Buy |
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|
2013
Q3 | $623K | Hold |
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|
2013
Q2 | $663K | Buy |
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