Ewing Morris & Co Investment Partners’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Hold |
1,224,273
| – | – | 3.19% | 5 |
|
|
2025
Q1 | $6.47M | Hold |
1,224,273
| – | – | 2.04% | 16 |
|
|
2024
Q4 | $8.84M | Buy |
1,224,273
+16,833
| +1% | +$121K | 3.05% | 10 |
|
|
2024
Q3 | $15.1M | Sell |
1,207,440
-7,259
| -0.6% | -$90.8K | 7.31% | 3 |
|
|
2024
Q2 | $19.4M | Hold |
1,214,699
| – | – | 12.33% | 1 |
|
|
2024
Q1 | $25.1M | Hold |
1,214,699
| – | – | 11.4% | 1 |
|
|
2023
Q4 | $23.8M | Hold |
1,214,699
| – | – | 16.98% | 1 |
|
|
2023
Q3 | $24.4M | Hold |
1,214,699
| – | – | 19.72% | 1 |
|
|
2023
Q2 | $22.9M | Hold |
1,214,699
| – | – | 17.72% | 1 |
|
|
2023
Q1 | $22.7M | Sell |
1,214,699
-21,432
| -2% | -$401K | 17.92% | 1 |
|
|
2022
Q4 | $26.7M | Buy |
1,236,131
+41,001
| +3% | +$884K | 32.16% | 1 |
|
|
2022
Q3 | $20.3M | Sell |
1,195,130
-15,772
| -1% | -$267K | 26.49% | 1 |
|
|
2022
Q2 | $22.8M | Buy |
1,210,902
+13,018
| +1% | +$245K | 15.45% | 3 |
|
|
2022
Q1 | $26.9M | Buy |
1,197,884
+287,517
| +32% | +$6.47M | 16.85% | 3 |
|
|
2021
Q4 | $19.2M | Buy |
+910,367
| New | +$19.2M | 13.11% | 4 |
|