IFP Advisors’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486 | Buy |
+9
| New | +$486 | ﹤0.01% | 4450 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$13 | – | 4671 |
|
|
2024
Q4 | $13 | Buy |
+2
| New | +$13 | ﹤0.01% | 4511 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$9K | – | 3794 |
|
|
2018
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 2883 |
|
|
2018
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 2807 |
|