Rothschild Investment LLC’s Stoneridge SRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-85	Closed	-$390	–	3176
2025 Q1	$390	Hold	85	–	–	﹤0.01%	2696
2024 Q4	$533	Buy	85 +75	+750%	+$470	﹤0.01%	2511
2024 Q3	$112	Sell	10 -10	-50%	-$112	﹤0.01%	2839
2024 Q2	$319	Buy	+20	New	+$319	﹤0.01%	2266