Sowell Financial Services’s Stoneridge SRI Stock Holding History

Sowell Financial Services’s Portfolio SRI Stock Details SRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,624	Closed	-$54K	–	2428
2021 Q1	$54K	Buy	+1,624	New	+$51.3K	﹤0.01%	1621
2020 Q4	–	Sell	-139	Closed	-$3K	–	2860
2020 Q3	$3K	Hold	139	–	–	﹤0.01%	2159
2020 Q2	$3K	Hold	139	–	–	﹤0.01%	2078
2020 Q1	$2K	Sell	139 -22	-14%	-$546	﹤0.01%	2122
2019 Q4	$5K	Sell	161 -22	-12%	-$677	﹤0.01%	1923
2019 Q3	$6K	Buy	+183	New	+$5.74K	﹤0.01%	1713

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Thrivent Financial for Lutherans

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Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return