Federated Hermes’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Buy |
1,062,490
+356,143
| +50% | +$2.51M | 0.01% | 633 |
|
|
2025
Q1 | $3.24M | Buy |
706,347
+702,284
| +17,285% | +$3.22M | 0.01% | 818 |
|
|
2024
Q4 | $25.5K | Buy |
+4,063
| New | +$25.5K | ﹤0.01% | 1750 |
|
|
2018
Q4 | – | Sell |
-20,327
| Closed | -$604K | – | 2294 |
|
|
2018
Q3 | $604K | Sell |
20,327
-14,321
| -41% | -$426K | ﹤0.01% | 1451 |
|
|
2018
Q2 | $1.22M | Sell |
34,648
-31,138
| -47% | -$1.09M | ﹤0.01% | 1215 |
|
|
2018
Q1 | $1.82M | Sell |
65,786
-25,577
| -28% | -$706K | 0.01% | 1002 |
|
|
2017
Q4 | $2.09M | Buy |
91,363
+24,967
| +38% | +$571K | 0.01% | 919 |
|
|
2017
Q3 | $1.32M | Buy |
66,396
+4,563
| +7% | +$90.4K | ﹤0.01% | 1105 |
|
|
2017
Q2 | $953K | Buy |
61,833
+4,474
| +8% | +$69K | ﹤0.01% | 1215 |
|
|
2017
Q1 | $1.04M | Buy |
57,359
+6,218
| +12% | +$113K | ﹤0.01% | 1151 |
|
|
2016
Q4 | $905K | Buy |
51,141
+4,399
| +9% | +$77.8K | ﹤0.01% | 1159 |
|
|
2016
Q3 | $860K | Buy |
46,742
+12,909
| +38% | +$238K | ﹤0.01% | 1141 |
|
|
2016
Q2 | $505K | Sell |
33,833
-14,765
| -30% | -$220K | ﹤0.01% | 1277 |
|
|
2016
Q1 | $708K | Sell |
48,598
-2,855
| -6% | -$41.6K | ﹤0.01% | 1185 |
|
|
2015
Q4 | $762K | Buy |
51,453
+3,515
| +7% | +$52.1K | ﹤0.01% | 1176 |
|
|
2015
Q3 | $592K | Buy |
47,938
+9,288
| +24% | +$115K | ﹤0.01% | 1235 |
|
|
2015
Q2 | $453K | Sell |
38,650
-1,733
| -4% | -$20.3K | ﹤0.01% | 1353 |
|
|
2015
Q1 | $456K | Buy |
40,383
+1,449
| +4% | +$16.4K | ﹤0.01% | 1383 |
|
|
2014
Q4 | $501K | Buy |
38,934
+377
| +1% | +$4.85K | ﹤0.01% | 1350 |
|
|
2014
Q3 | $435K | Buy |
38,557
+526
| +1% | +$5.93K | ﹤0.01% | 1393 |
|
|
2014
Q2 | $408K | Sell |
38,031
-43,291
| -53% | -$464K | ﹤0.01% | 1395 |
|
|
2014
Q1 | $913K | Sell |
81,322
-58,387
| -42% | -$656K | ﹤0.01% | 1192 |
|
|
2013
Q4 | $1.78M | Buy |
139,709
+2,608
| +2% | +$33.2K | 0.01% | 978 |
|
|
2013
Q3 | $1.48M | Sell |
137,101
-42,306
| -24% | -$457K | 0.01% | 1016 |
|
|
2013
Q2 | $2.09M | Buy |
+179,407
| New | +$2.09M | 0.01% | 868 |
|