NewEdge Advisors’s Stoneridge SRI Stock Holding History

NewEdge Advisors’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$186K	Buy
2024 Q2	–	Sell
2024 Q1	$1.57K	Sell
2023 Q4	$6.01K	Buy
2023 Q1	–	Sell
2022 Q4	$1.06K	Buy