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IEQ Capital’s Stoneridge SRI Stock Holding History

IEQ Capital’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$288K Buy
40,884
+29,096
+247% +$205K ﹤0.01% 1417
2025
Q1 		$54.1K Buy
+11,788
New +$54.1K ﹤0.01% 1544