NewEdge Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
+26,367
| New | +$186K | ﹤0.01% | 2241 |
|
|
2024
Q2 | – | Sell |
-85
| Closed | -$1.57K | – | 3993 |
|
|
2024
Q1 | $1.57K | Sell |
85
-222
| -72% | -$4.09K | ﹤0.01% | 3423 |
|
|
2023
Q4 | $6.01K | Buy |
+307
| New | +$6.01K | ﹤0.01% | 3061 |
|
|
2023
Q1 | – | Sell |
-49
| Closed | -$1.06K | – | 4070 |
|
|
2022
Q4 | $1.06K | Buy |
+49
| New | +$1.06K | ﹤0.01% | 3022 |
|