IFP Advisors’s Stoneridge SRI Stock Holding History

IFP Advisors’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$486	Buy
2025 Q1	–	Sell
2024 Q4	$13	Buy
2018 Q4	–	Sell
2018 Q3	$9K	Hold
2018 Q2	$11K	Buy