MAI Capital Management’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $475K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $423K | Hold |
|
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|
2024
Q3 | $755K | Hold |
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|
2024
Q2 | $1.08M | Buy |
|
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|
2024
Q1 | $921K | Hold |
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|
2023
Q4 | $977K | Hold |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $988K | Hold |
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|
2023
Q1 | $980K | Hold |
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|
2022
Q4 | $1.13M | Hold |
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|
2022
Q3 | $889K | Sell |
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|
2022
Q2 | $899K | Hold |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $1.07M | Hold |
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|
2021
Q2 | $1.55M | Hold |
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|
2021
Q1 | $1.67M | Buy |
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