MML Investors 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 | $1.48M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $978K | Buy |
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|
2023
Q3 | $912K | Buy |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $823K | Sell |
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|
2022
Q4 | $883K | Buy |
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|
2022
Q3 | $746K | Buy |
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|
2022
Q2 | $789K | Buy |
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|
2022
Q1 | $946K | Buy |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $773K | Sell |
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|
2021
Q2 | $843K | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $986K | Sell |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $2.76M | Buy |
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|
2019
Q3 | $2.61M | Sell |
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|
2019
Q2 | $3.54M | Buy |
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|
2019
Q1 | $3.38M | Buy |
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|
2018
Q4 | $3.16M | Buy |
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|
2018
Q3 | $3.25M | Buy |
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|
2018
Q2 | $2.92M | Sell |
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|
2018
Q1 | $3.13M | Sell |
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|
2017
Q4 | $3.63M | Buy |
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|
2017
Q3 | $3.29M | Buy |
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|
2017
Q2 | $2.96M | Sell |
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|
2017
Q1 | $2.87M | Buy |
|