Concourse Financial Group Securities’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7293 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7745 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7739 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7745 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7743 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7679 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7487 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7304 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7051 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7063 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6882 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6809 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6682 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6598 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6393 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6171 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5955 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5773 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5553 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5415 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5363 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5285 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5114 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5199 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5121 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5012 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4826 |
|