Raymond James Financial’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.45M	Sell	347,714 -100	-0%	-$704	﹤0.01%	2914
2025 Q1	$1.6M	Buy	347,814 +100	+0%	+$459	﹤0.01%	3148
2024 Q4	$2.18M	Buy	+347,714	New	+$2.18M	﹤0.01%	2904