Guggenheim Capital’s Stoneridge SRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$766K Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.3M Sell
2023
Q4
$2.75M Sell
2023
Q3
$2.82M Sell
2023
Q2
$2.66M Sell
2023
Q1
$2.64M Buy
2022
Q4
$3.04M Sell
2022
Q3
$3.01M Sell
2022
Q2
$3.52M Sell
2022
Q1
$4.27M Buy
2014
Q3
Sell
2014
Q2
$159K Sell
2014
Q1
$179K Buy
2013
Q4
$171K Buy
2013
Q3
$128K Sell
2013
Q2
$146K Buy