Raymond James Financial Services Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.89M | Hold |
347,714
| – | – | 0.01% | 1364 |
|
|
2024
Q2 | $5.55M | Hold |
347,714
| – | – | 0.01% | 1107 |
|
|
2024
Q1 | $6.41M | Hold |
347,714
| – | – | 0.01% | 1003 |
|
|
2023
Q4 | $6.8M | Hold |
347,714
| – | – | 0.01% | 924 |
|
|
2023
Q3 | $6.98M | Hold |
347,714
| – | – | 0.01% | 866 |
|
|
2023
Q2 | $6.55M | Hold |
347,714
| – | – | 0.01% | 890 |
|
|
2023
Q1 | $6.5M | Hold |
347,714
| – | – | 0.01% | 876 |
|
|
2022
Q4 | $7.5M | Hold |
347,714
| – | – | 0.02% | 779 |
|
|
2022
Q3 | $5.89M | Buy |
+347,714
| New | +$5.89M | 0.01% | 850 |
|
|
2018
Q3 | – | Sell |
-12,757
| Closed | -$448K | – | 2840 |
|
|
2018
Q2 | $448K | Buy |
+12,757
| New | +$448K | ﹤0.01% | 1953 |
|