SIP
Stoneridge Investment Partners’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63,377
| Closed | -$4.61M | – | 116 |
|
|
2024
Q4 | $4.61M | Buy |
+63,377
| New | +$4.61M | 1.65% | 17 |
|
|
2020
Q4 | – | Sell |
-7,325
| Closed | -$202K | – | 107 |
|
|
2020
Q3 | $202K | Hold |
7,325
| – | – | 0.13% | 103 |
|
|
2020
Q2 | $228K | Sell |
7,325
-60,651
| -89% | -$1.89M | 0.1% | 108 |
|
|
2020
Q1 | $1.65M | Buy |
+67,976
| New | +$1.65M | 0.74% | 45 |
|
|
2018
Q4 | – | Sell |
-3,951
| Closed | -$210K | – | 120 |
|
|
2018
Q3 | $210K | Buy |
+3,951
| New | +$210K | 0.04% | 122 |
|
|
2016
Q3 | – | Sell |
-54,588
| Closed | -$2.89M | – | 262 |
|
|
2016
Q2 | $2.89M | Buy |
54,588
+4,332
| +9% | +$229K | 0.43% | 74 |
|
|
2016
Q1 | $2.72M | Buy |
50,256
+46,974
| +1,431% | +$2.54M | 0.4% | 85 |
|
|
2015
Q4 | $203K | Sell |
3,282
-2,326
| -41% | -$144K | 0.03% | 260 |
|
|
2015
Q3 | $319K | Hold |
5,608
| – | – | 0.04% | 237 |
|
|
2015
Q2 | $347K | Hold |
5,608
| – | – | 0.04% | 232 |
|
|
2015
Q1 | $307K | Hold |
5,608
| – | – | 0.04% | 231 |
|
|
2014
Q4 | $314K | Buy |
5,608
+1,778
| +46% | +$99.6K | 0.04% | 214 |
|
|
2014
Q3 | $207K | Hold |
3,830
| – | – | 0.03% | 222 |
|
|
2014
Q2 | $209K | Buy |
+3,830
| New | +$209K | 0.03% | 209 |
|