Raymond James Financial Services Advisors’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.89M | Hold |
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|
2024
Q2 | $5.55M | Hold |
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|
2024
Q1 | $6.41M | Hold |
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|
2023
Q4 | $6.8M | Hold |
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|
2023
Q3 | $6.98M | Hold |
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|
2023
Q2 | $6.55M | Hold |
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|
2023
Q1 | $6.5M | Hold |
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|
2022
Q4 | $7.5M | Hold |
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|
2022
Q3 | $5.89M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $448K | Buy |
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