Allworth Financial’s SRH Total Return Fund STEW Stock Holding History

Allworth Financial’s Portfolio STEW Stock Details STEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$138	Hold
2025 Q1	$131	Hold
2024 Q4	$128	Hold
2024 Q3	$120	Hold
2024 Q2	$114	Buy
2024 Q1	$113	Sell
2023 Q4	$10.6K	Buy