Ancora Advisors’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $338K | Sell |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $386K | Hold |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $323K | Hold |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $860K | Hold |
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|
2019
Q3 | $818K | Hold |
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|
2019
Q2 | $821K | Sell |
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|
2019
Q1 | $843K | Buy |
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|
2018
Q4 | $815K | Sell |
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|
2018
Q3 | $910K | Sell |
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|
2018
Q2 | $923K | Buy |
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|
2018
Q1 | $967K | Sell |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $983K | Buy |
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|
2017
Q1 | $942K | Buy |
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|
2016
Q4 | $905K | Buy |
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|
2016
Q3 | $716K | Hold |
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|
2016
Q2 | $695K | Hold |
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|
2016
Q1 | $671K | Hold |
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|
2015
Q4 | $661K | Hold |
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|
2015
Q3 | $636K | Hold |
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|
2015
Q2 | $721K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $543K | Hold |
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|
2014
Q3 | $530K | Hold |
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|
2014
Q2 | $511K | Buy |
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|
2014
Q1 | $485K | Hold |
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|
2013
Q4 | $480K | Sell |
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|
2013
Q3 | $458K | Hold |
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|
2013
Q2 | $446K | Buy |
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