HB Wealth Management’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$197K	Sell	27,919 -8	-0%	-$56	﹤0.01%	1093
2025 Q1	$128K	Buy	+27,927	New	+$128K	﹤0.01%	1144