Kingswood Wealth Advisors’s SRH Total Return Fund STEW Stock Holding History

Kingswood Wealth Advisors’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 Q3	$1.42M	Hold
2025 Q2	$1.39M	Hold
2025 Q1	$1.35M	Buy
2024 Q4	$904K	Buy
2024 Q3	$783K	Hold
2024 Q2	$721K	Buy
2024 Q1	$741K	Buy
2023 Q4	$590K	Hold
2023 Q3	$552K	Hold
2023 Q2	$565K	Buy