Occudo Quantitative Strategies’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
30,073
+525
| +2% | +$3.7K | 0.02% | 534 |
|
|
2025
Q1 | $137K | Sell |
29,548
-14,888
| -34% | -$68.9K | 0.02% | 589 |
|
|
2024
Q4 | $279K | Buy |
+44,436
| New | +$279K | 0.05% | 476 |
|
|
2021
Q3 | – | Sell |
-7,283
| Closed | -$215K | – | 1143 |
|
|
2021
Q2 | $215K | Sell |
7,283
-32
| -0.4% | -$945 | 0.03% | 713 |
|
|
2021
Q1 | $233K | Hold |
7,315
| – | – | 0.05% | 579 |
|
|
2020
Q4 | $221K | Buy |
+7,315
| New | +$221K | 0.07% | 521 |
|