US Bancorp’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.91K | Sell |
1,266
-125
| -9% | -$880 | ﹤0.01% | 3459 |
|
2025
Q1 | $6.39K | Sell |
1,391
-5,400
| -80% | -$24.8K | ﹤0.01% | 3571 |
|
2024
Q4 | $42.6K | Buy |
6,791
+2,679
| +65% | +$16.8K | ﹤0.01% | 2819 |
|
2024
Q3 | $46K | Buy |
+4,112
| New | +$46K | ﹤0.01% | 2776 |
|
2024
Q2 | – | Sell |
-16
| Closed | -$295 | – | 4077 |
|
2024
Q1 | $295 | Buy |
+16
| New | +$295 | ﹤0.01% | 3878 |
|
2023
Q4 | – | Sell |
-13
| Closed | -$261 | – | 4109 |
|
2023
Q3 | $261 | Hold |
13
| – | – | ﹤0.01% | 3876 |
|
2023
Q2 | $245 | Sell |
13
-70
| -84% | -$1.32K | ﹤0.01% | 3879 |
|
2023
Q1 | $1.55K | Sell |
83
-46
| -36% | -$860 | ﹤0.01% | 3791 |
|
2022
Q4 | $2.78K | Sell |
129
-212
| -62% | -$4.57K | ﹤0.01% | 3672 |
|
2022
Q3 | $5K | Sell |
341
-799
| -70% | -$11.7K | ﹤0.01% | 3599 |
|
2022
Q2 | $19K | Sell |
1,140
-1,202
| -51% | -$20K | ﹤0.01% | 3080 |
|
2022
Q1 | $48K | Buy |
2,342
+1,359
| +138% | +$27.9K | ﹤0.01% | 2647 |
|
2021
Q4 | $19K | Buy |
983
+101
| +11% | +$1.95K | ﹤0.01% | 3127 |
|
2021
Q3 | $18K | Hold |
882
| – | – | ﹤0.01% | 3172 |
|
2021
Q2 | $26K | Hold |
882
| – | – | ﹤0.01% | 2980 |
|
2021
Q1 | $28K | Sell |
882
-1,398
| -61% | -$44.4K | ﹤0.01% | 2865 |
|
2020
Q4 | $69K | Buy |
2,280
+417
| +22% | +$12.6K | ﹤0.01% | 2375 |
|
2020
Q3 | $34K | Hold |
1,863
| – | – | ﹤0.01% | 2546 |
|
2020
Q2 | $38K | Buy |
1,863
+685
| +58% | +$14K | ﹤0.01% | 2489 |
|
2020
Q1 | $20K | Buy |
1,178
+315
| +37% | +$5.35K | ﹤0.01% | 2692 |
|
2019
Q4 | $25K | Buy |
+863
| New | +$25K | ﹤0.01% | 2766 |
|