Ladenburg Thalmann Financial Services’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.87M | Hold |
63,851
| – | – | 0.01% | 911 |
|
|
2019
Q3 | $1.98M | Hold |
63,851
| – | – | 0.01% | 820 |
|
|
2019
Q2 | $2.01M | Sell |
63,851
-25
| -0% | -$789 | 0.01% | 801 |
|
|
2019
Q1 | $1.84M | Buy |
63,876
+3,978
| +7% | +$115K | 0.01% | 814 |
|
|
2018
Q4 | $1.48M | Buy |
59,898
+41,974
| +234% | +$1.04M | 0.01% | 819 |
|
|
2018
Q3 | $533K | Sell |
17,924
-4,030
| -18% | -$120K | ﹤0.01% | 1552 |
|
|
2018
Q2 | $606K | Hold |
21,954
| – | – | 0.01% | 1426 |
|
|
2018
Q1 | $606K | Buy |
21,954
+6,492
| +42% | +$179K | 0.01% | 1426 |
|
|
2017
Q4 | $353K | Buy |
15,462
+15,362
| +15,362% | +$351K | ﹤0.01% | 1788 |
|
|
2017
Q3 | $2K | Sell |
100
-100
| -50% | -$2K | ﹤0.01% | 4693 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 4495 |
|
|
2017
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 4393 |
|
|
2016
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 4333 |
|
|
2016
Q3 | $4K | Sell |
200
-170
| -46% | -$3.4K | ﹤0.01% | 4286 |
|
|
2016
Q2 | $6K | Buy |
370
+170
| +85% | +$2.76K | ﹤0.01% | 4051 |
|
|
2016
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 4277 |
|
|
2015
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 4253 |
|
|
2015
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 4288 |
|
|
2015
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 4373 |
|
|
2015
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 4303 |
|