Mackenzie 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	$927K	Buy	+131,676	New	+$927K	﹤0.01%	1029
2018 Q4	–	Sell	-163,050	Closed	-$4.85M	–	1229
2018 Q3	$4.85M	Buy	163,050 +55,850	+52%	+$1.66M	0.01%	502
2018 Q2	$3.77M	Buy	+107,200	New	+$3.77M	0.01%	502