Nations Financial Group’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
Q3 | $218K | Hold |
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|
2025
Q2 | $212K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $192K | Hold |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $211K | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $184K | Hold |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $201K | Sell |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $272K | Buy |
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