Granahan Investment Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-205,653
| Closed | -$3.79M | – | 198 |
|
|
2024
Q1 | $3.79M | Sell |
205,653
-10,685
| -5% | -$197K | 0.13% | 140 |
|
|
2023
Q4 | $4.23M | Buy |
216,338
+22,288
| +11% | +$436K | 0.14% | 144 |
|
|
2023
Q3 | $3.89M | Sell |
194,050
-163,130
| -46% | -$3.27M | 0.14% | 140 |
|
|
2023
Q2 | $6.73M | Sell |
357,180
-50,644
| -12% | -$955K | 0.21% | 115 |
|
|
2023
Q1 | $7.63M | Sell |
407,824
-76,661
| -16% | -$1.43M | 0.23% | 102 |
|
|
2022
Q4 | $10.4M | Sell |
484,485
-222,284
| -31% | -$4.79M | 0.32% | 86 |
|
|
2022
Q3 | $12M | Buy |
706,769
+33,798
| +5% | +$573K | 0.39% | 78 |
|
|
2022
Q2 | $11.5M | Buy |
672,971
+198,168
| +42% | +$3.4M | 0.39% | 74 |
|
|
2022
Q1 | $9.86M | Sell |
474,803
-50,508
| -10% | -$1.05M | 0.24% | 92 |
|
|
2021
Q4 | $10.4M | Buy |
+525,311
| New | +$10.4M | 0.21% | 111 |
|