Kestra Advisory Services’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 | $309K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $155K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $185K | Sell |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $216K | Buy |
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