Farther Finance Advisors’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.49K	Sell	212 -26	-11%	-$183	﹤0.01%	3787
2025 Q1	$1.11K	Buy	+238	New	+$1.11K	﹤0.01%	3576
2024 Q1	–	Sell	-1	Closed	-$20	–	3729
2023 Q4	$20	Buy	+1	New	+$20	﹤0.01%	3460