DGI
Disciplined Growth Investors’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
223,177
-4,752
| -2% | -$33.5K | 0.03% | 60 |
|
|
2025
Q1 | $1.05M | Buy |
227,929
+1,384
| +0.6% | +$6.35K | 0.02% | 62 |
|
|
2024
Q4 | $1.42M | Sell |
226,545
-20,651
| -8% | -$129K | 0.03% | 60 |
|
|
2024
Q3 | $2.77M | Buy |
247,196
+7,267
| +3% | +$81.3K | 0.05% | 61 |
|
|
2024
Q2 | $3.83M | Buy |
239,929
+449
| +0.2% | +$7.17K | 0.07% | 57 |
|
|
2024
Q1 | $4.42M | Buy |
239,480
+23,443
| +11% | +$432K | 0.08% | 58 |
|
|
2023
Q4 | $4.23M | Sell |
216,037
-5,119
| -2% | -$100K | 0.09% | 54 |
|
|
2023
Q3 | $4.44M | Buy |
221,156
+1,308
| +0.6% | +$26.3K | 0.11% | 55 |
|
|
2023
Q2 | $4.14M | Buy |
219,848
+928
| +0.4% | +$17.5K | 0.09% | 57 |
|
|
2023
Q1 | $4.09M | Sell |
218,920
-4,694
| -2% | -$87.8K | 0.11% | 58 |
|
|
2022
Q4 | $4.82M | Buy |
223,614
+1,725
| +0.8% | +$37.2K | 0.12% | 60 |
|
|
2022
Q3 | $3.76M | Buy |
221,889
+323
| +0.1% | +$5.48K | 0.1% | 61 |
|
|
2022
Q2 | $3.8M | Buy |
221,566
+1,015
| +0.5% | +$17.4K | 0.1% | 62 |
|
|
2022
Q1 | $4.58M | Sell |
220,551
-51,259
| -19% | -$1.06M | 0.1% | 65 |
|
|
2021
Q4 | $5.37M | Sell |
271,810
-116,382
| -30% | -$2.3M | 0.11% | 61 |
|
|
2021
Q3 | $7.92M | Hold |
388,192
| – | – | 0.16% | 61 |
|
|
2021
Q2 | $11.5M | Buy |
388,192
+243,064
| +167% | +$7.17M | 0.22% | 61 |
|
|
2021
Q1 | $4.62M | Sell |
145,128
-21,455
| -13% | -$683K | 0.09% | 66 |
|
|
2020
Q4 | $5.04M | Sell |
166,583
-7,555
| -4% | -$228K | 0.1% | 67 |
|
|
2020
Q3 | $3.2M | Buy |
174,138
+190
| +0.1% | +$3.49K | 0.07% | 72 |
|
|
2020
Q2 | $3.59M | Sell |
173,948
-4,806
| -3% | -$99.3K | 0.09% | 71 |
|
|
2020
Q1 | $2.99M | Buy |
+178,754
| New | +$2.99M | 0.07% | 71 |
|