Nisa Investment 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 | $7.19K | Sell |
1,021
-109
| -10% | -$767 | ﹤0.01% | 2379 |
|
|
2025
Q1 | $5.19K | Buy |
1,130
+176
| +18% | +$808 | ﹤0.01% | 2245 |
|
|
2024
Q4 | $5.98K | Buy |
954
+384
| +67% | +$2.41K | ﹤0.01% | 2237 |
|
|
2024
Q3 | $6.38K | Sell |
570
-34
| -6% | -$380 | ﹤0.01% | 2175 |
|
|
2024
Q2 | $9.64K | Buy |
604
+8
| +1% | +$128 | ﹤0.01% | 2165 |
|
|
2024
Q1 | $11K | Sell |
596
-4
| -0.7% | -$74 | ﹤0.01% | 2021 |
|
|
2023
Q4 | $11.7K | Buy |
600
+10
| +2% | +$196 | ﹤0.01% | 2009 |
|
|
2023
Q3 | $11.8K | Hold |
590
| – | – | ﹤0.01% | 2143 |
|
|
2023
Q2 | $11.1K | Sell |
590
-23
| -4% | -$434 | ﹤0.01% | 2240 |
|
|
2023
Q1 | $11K | Hold |
613
| – | – | ﹤0.01% | 2148 |
|
|
2022
Q4 | $13K | Hold |
613
| – | – | ﹤0.01% | 2152 |
|
|
2022
Q3 | $13K | Buy |
613
+43
| +8% | +$912 | ﹤0.01% | 2147 |
|
|
2022
Q2 | $10K | Buy |
+570
| New | +$10K | ﹤0.01% | 2194 |
|