HighTower 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 | $2.14M | Buy |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.48M | Buy |
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|
2023
Q1 | $859K | Buy |
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|
2022
Q4 | $806K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $129K | Sell |
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|
2019
Q1 | $169K | Sell |
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|
2018
Q4 | $266K | Buy |
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|
2018
Q3 | $270K | Buy |
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|
2018
Q2 | $167K | Sell |
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|
2018
Q1 | $190K | Sell |
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|
2017
Q4 | $209K | Buy |
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|
2017
Q3 | $165K | Sell |
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|
2017
Q2 | $293K | Sell |
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|
2017
Q1 | $285K | Sell |
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|
2016
Q4 | $280K | Buy |
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|
2016
Q3 | $232K | Buy |
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