SEI Investments’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $192K | Sell |
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|
2025
Q1 | $136K | Hold |
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|
2024
Q4 | $186K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.06M | Sell |
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|
2021
Q4 | $1.96M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $150K | Sell |
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|
2018
Q4 | $1.73M | Hold |
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|
2018
Q3 | $1.73M | Buy |
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|
2018
Q2 | $292K | Buy |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $22K | Sell |
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|
2015
Q4 | $25K | Sell |
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|
2015
Q3 | $451K | Buy |
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|
2015
Q2 | $95K | Hold |
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|
2015
Q1 | $91K | Hold |
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|
2014
Q4 | $104K | Buy |
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