UBS Group’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $511K | Buy |
|
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|
2024
Q2 | $539K | Sell |
|
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|
2024
Q1 | $659K | Buy |
|
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|
2023
Q4 | $648K | Buy |
|
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $205K | Sell |
|
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|
2022
Q4 | $256K | Buy |
|
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $116K | Sell |
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|
2021
Q4 | $219K | Buy |
|
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $8K | Sell |
|
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|
2021
Q1 | $215K | Sell |
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|
2020
Q4 | $330K | Buy |
|
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|
2020
Q3 | $11K | Sell |
|
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|
2020
Q2 | $27K | Sell |
|
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $926K | Buy |
|
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|
2019
Q3 | $637K | Buy |
|
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|
2019
Q2 | $171K | Buy |
|
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|
2019
Q1 | $18K | Sell |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $615K | Sell |
|
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|
2018
Q2 | $830K | Buy |
|
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|
2018
Q1 | $302K | Buy |
|
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|
2017
Q4 | $49K | Sell |
|
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|
2017
Q3 | $90K | Buy |
|
|||||
|
2017
Q2 | $13K | Buy |
|
|||||
|
2017
Q1 | $15K | Sell |
|
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|
2016
Q4 | $74K | Buy |
|
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $11K | Buy |
|
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $16K | Buy |
|