M&T Bank’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-93,856
| Closed | -$588K | – | 1623 |
|
|
2024
Q4 | $588K | Sell |
93,856
-57,558
| -38% | -$361K | ﹤0.01% | 1104 |
|
|
2024
Q3 | $1.69M | Hold |
151,414
| – | – | 0.01% | 741 |
|
|
2024
Q2 | $2.42M | Buy |
151,414
+25,609
| +20% | +$409K | 0.01% | 590 |
|
|
2024
Q1 | $2.32M | Buy |
125,805
+38,349
| +44% | +$707K | 0.01% | 616 |
|
|
2023
Q4 | $1.71M | Buy |
87,456
+16,506
| +23% | +$323K | 0.01% | 698 |
|
|
2023
Q3 | $1.42M | Buy |
70,950
+16
| +0% | +$321 | 0.01% | 720 |
|
|
2023
Q2 | $1.34M | Buy |
70,934
+12,240
| +21% | +$231K | 0.01% | 770 |
|
|
2023
Q1 | $1.1M | Hold |
58,694
| – | – | ﹤0.01% | 828 |
|
|
2022
Q4 | $1.27M | Hold |
58,694
| – | – | 0.01% | 770 |
|
|
2022
Q3 | $994K | Buy |
58,694
+13,864
| +31% | +$235K | ﹤0.01% | 833 |
|
|
2022
Q2 | $769K | Buy |
44,830
+25,606
| +133% | +$439K | ﹤0.01% | 858 |
|
|
2022
Q1 | $399K | Buy |
19,224
+4,010
| +26% | +$83.2K | ﹤0.01% | 1083 |
|
|
2021
Q4 | $300K | Buy |
+15,214
| New | +$300K | ﹤0.01% | 1248 |
|