Stephens Consulting’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 | $1.68K | Hold |
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|
2025
Q2 | $1.55K | Hold |
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|
2025
Q1 | $1.01K | Hold |
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|
2024
Q4 | $1.38K | Hold |
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|
2024
Q3 | $2.46K | Hold |
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|
2024
Q2 | $3.51K | Hold |
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|
2024
Q1 | $4.06K | Hold |
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|
2023
Q4 | $4.31K | Hold |
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|
2023
Q3 | $4.42K | Hold |
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|
2023
Q2 | $4.15K | Hold |
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|
2023
Q1 | $4.11K | Hold |
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|
2022
Q4 | $4.74K | Hold |
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|
2022
Q3 | $3.73K | Hold |
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|
2022
Q2 | $3.77K | Hold |
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|
2022
Q1 | $4.57K | Hold |
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|
2021
Q4 | $4.34K | Buy |
|