US Bancorp’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 | – | Sell |
-1,266
| Closed | -$8.91K | – | 4269 |
|
|
2025
Q2 | $8.91K | Sell |
1,266
-125
| -9% | -$612 | ﹤0.01% | 3466 |
|
|
2025
Q1 | $6.38K | Sell |
1,391
-5,400
| -80% | -$27.5K | ﹤0.01% | 3584 |
|
|
2024
Q4 | $42.6K | Buy |
6,791
+2,679
| +65% | +$20.6K | ﹤0.01% | 2821 |
|
|
2024
Q3 | $46K | Buy |
+4,112
| New | +$58.7K | ﹤0.01% | 2779 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$295 | – | 4102 |
|
|
2024
Q1 | $295 | Buy |
+16
| New | +$284 | ﹤0.01% | 3893 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$261 | – | 4145 |
|
|
2023
Q3 | $261 | Hold |
13
| – | – | ﹤0.01% | 3903 |
|
|
2023
Q2 | $245 | Sell |
13
-70
| -84% | -$1.23K | ﹤0.01% | 3913 |
|
|
2023
Q1 | $1.55K | Sell |
83
-46
| -36% | -$988 | ﹤0.01% | 3813 |
|
|
2022
Q4 | $2.78K | Sell |
129
-212
| -62% | -$4.54K | ﹤0.01% | 3690 |
|
|
2022
Q3 | $5K | Sell |
341
-799
| -70% | -$15K | ﹤0.01% | 3621 |
|
|
2022
Q2 | $19K | Sell |
1,140
-1,202
| -51% | -$22.8K | ﹤0.01% | 3093 |
|
|
2022
Q1 | $48K | Buy |
2,342
+1,359
| +138% | +$25K | ﹤0.01% | 2654 |
|
|
2021
Q4 | $19K | Buy |
983
+101
| +11% | +$2.13K | ﹤0.01% | 3143 |
|
|
2021
Q3 | $18K | Hold |
882
| – | – | ﹤0.01% | 3190 |
|
|
2021
Q2 | $26K | Hold |
882
| – | – | ﹤0.01% | 2994 |
|
|
2021
Q1 | $28K | Sell |
882
-1,398
| -61% | -$44.2K | ﹤0.01% | 2876 |
|
|
2020
Q4 | $69K | Buy |
2,280
+417
| +22% | +$10.8K | ﹤0.01% | 2382 |
|
|
2020
Q3 | $34K | Hold |
1,863
| – | – | ﹤0.01% | 2573 |
|
|
2020
Q2 | $38K | Buy |
1,863
+685
| +58% | +$12.8K | ﹤0.01% | 2533 |
|
|
2020
Q1 | $20K | Buy |
1,178
+315
| +37% | +$7.82K | ﹤0.01% | 2754 |
|
|
2019
Q4 | $25K | Buy |
+863
| New | +$26.6K | ﹤0.01% | 2795 |
|
Other funds holding SRI
2L
EMCIP
ACA
RA
ACH