Jump Financial’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $726K | Buy |
103,099
+72,081
| +232% | +$507K | 0.01% | 1083 |
|
2025
Q1 | $142K | Sell |
31,018
-27,464
| -47% | -$126K | ﹤0.01% | 1469 |
|
2024
Q4 | $367K | Buy |
58,482
+38,222
| +189% | +$240K | 0.01% | 1223 |
|
2024
Q3 | $227K | Buy |
+20,260
| New | +$227K | ﹤0.01% | 1422 |
|
2023
Q2 | – | Sell |
-15,600
| Closed | -$292K | – | 2140 |
|
2023
Q1 | $292K | Buy |
15,600
+3,600
| +30% | +$67.3K | 0.01% | 1131 |
|
2022
Q4 | $259K | Buy |
+12,000
| New | +$259K | 0.01% | 1128 |
|
2021
Q4 | – | Sell |
-12,000
| Closed | -$244K | – | 1695 |
|
2021
Q3 | $244K | Buy |
+12,000
| New | +$244K | 0.02% | 767 |
|