Wells Fargo’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 | $3.2K | Sell |
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|
2025
Q1 | $75.2K | Buy |
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|
2024
Q4 | $100K | Buy |
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|
2024
Q3 | $140K | Buy |
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|
2024
Q2 | $191K | Buy |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $155K | Buy |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $194K | Buy |
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|
2023
Q1 | $89.3K | Buy |
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|
2022
Q4 | $1.12K | Sell |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $119K | Sell |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $89K | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.81M | Sell |
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|
2020
Q4 | $3.13M | Sell |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $2.62M | Buy |
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|
2020
Q1 | $1.88M | Sell |
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|
2019
Q4 | $3.45M | Sell |
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|
2019
Q3 | $3.65M | Buy |
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|
2019
Q2 | $3.68M | Sell |
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|
2019
Q1 | $3.86M | Buy |
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|
2018
Q4 | $2.8M | Sell |
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|
2018
Q3 | $4.14M | Sell |
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|
2018
Q2 | $6.4M | Buy |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1M | Buy |
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|
2017
Q2 | $608K | Sell |
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|
2017
Q1 | $860K | Buy |
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|
2016
Q4 | $768K | Buy |
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|
2016
Q3 | $693K | Sell |
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|
2016
Q2 | $857K | Buy |
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|
2016
Q1 | $319K | Buy |
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|
2015
Q4 | $180K | Buy |
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|
2015
Q3 | $125K | Sell |
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|
2015
Q2 | $134K | Buy |
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|
2015
Q1 | $17K | Buy |
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|
2014
Q4 | $17K | Buy |
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|
2014
Q3 | $15K | Sell |
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|
2014
Q2 | $26K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.27M | Sell |
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|
2013
Q2 | $8.21M | Buy |
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