Synovus Financial’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,376
| Closed | -$240K | – | 879 |
|
|
2022
Q2 | $240K | Buy |
14,376
+64
| +0.4% | +$1.07K | ﹤0.01% | 762 |
|
|
2022
Q1 | $294K | Buy |
14,312
+778
| +6% | +$16K | ﹤0.01% | 742 |
|
|
2021
Q4 | $266K | Sell |
13,534
-355
| -3% | -$6.98K | ﹤0.01% | 770 |
|
|
2021
Q3 | $284K | Sell |
13,889
-83
| -0.6% | -$1.7K | ﹤0.01% | 731 |
|
|
2021
Q2 | $412K | Buy |
13,972
+306
| +2% | +$9.02K | ﹤0.01% | 657 |
|
|
2021
Q1 | $431K | Buy |
13,666
+1,537
| +13% | +$48.5K | ﹤0.01% | 587 |
|
|
2020
Q4 | $364K | Buy |
+12,129
| New | +$364K | ﹤0.01% | 607 |
|
|
2020
Q3 | – | Sell |
-8,796
| Closed | -$181K | – | 1352 |
|
|
2020
Q2 | $181K | Sell |
8,796
-2,246
| -20% | -$46.2K | ﹤0.01% | 668 |
|
|
2020
Q1 | $185K | Sell |
11,042
-370
| -3% | -$6.2K | ﹤0.01% | 780 |
|
|
2019
Q4 | $329K | Buy |
11,412
+965
| +9% | +$27.8K | ﹤0.01% | 571 |
|
|
2019
Q3 | $321K | Buy |
+10,447
| New | +$321K | ﹤0.01% | 556 |
|