Los Angeles Capital Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-67,572
| Closed | -$310K | – | 1449 |
|
|
2025
Q1 | $310K | Buy |
+67,572
| New | +$310K | ﹤0.01% | 880 |
|
|
2024
Q1 | – | Sell |
-15,242
| Closed | -$298K | – | 1216 |
|
|
2023
Q4 | $298K | Buy |
15,242
+2,510
| +20% | +$49.1K | ﹤0.01% | 1016 |
|
|
2023
Q3 | $256K | Buy |
+12,732
| New | +$256K | ﹤0.01% | 1006 |
|
|
2018
Q4 | – | Sell |
-22,837
| Closed | -$679K | – | 1375 |
|
|
2018
Q3 | $679K | Buy |
22,837
+530
| +2% | +$15.8K | ﹤0.01% | 1014 |
|
|
2018
Q2 | $784K | Buy |
22,307
+1,160
| +5% | +$40.8K | ﹤0.01% | 990 |
|
|
2018
Q1 | $584K | Sell |
21,147
-15,350
| -42% | -$424K | ﹤0.01% | 990 |
|
|
2017
Q4 | $834K | Sell |
36,497
-9,153
| -20% | -$209K | ﹤0.01% | 900 |
|
|
2017
Q3 | $904K | Buy |
45,650
+27,600
| +153% | +$547K | 0.01% | 846 |
|
|
2017
Q2 | $278K | Hold |
18,050
| – | – | ﹤0.01% | 1083 |
|
|
2017
Q1 | $327K | Buy |
+18,050
| New | +$327K | ﹤0.01% | 992 |
|