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Stoneridge Investment Partners’s Clear Secure YOU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,834
Closed -$333K 152
2025
Q1
$333K Hold
12,834
0.28% 67
2024
Q4
$342K Buy
+12,834
New +$342K 0.12% 88