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Rise Advisors’s Stoneridge SRI Stock Holding History

Rise Advisors’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$838 Sell
119
-238
-67% -$1.68K ﹤0.01% 1317
2025
Q1 		$1.64K Buy
+357
New +$1.64K ﹤0.01% 1189