Steward Partners Investment Advisory’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 | $183K | Buy |
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|
2025
Q1 | $130K | Sell |
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|
2024
Q4 | $183K | Buy |
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|
2024
Q3 | $58.5K | Hold |
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|
2024
Q2 | $53.8K | Buy |
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|
2024
Q1 | $46.7K | Hold |
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|
2023
Q4 | $43K | Hold |
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|
2023
Q3 | $40.2K | Hold |
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|
2023
Q2 | $41.2K | Hold |
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|
2023
Q1 | $38.1K | Sell |
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|
2022
Q4 | $64.1K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $59K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $56K | Buy |
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|
2021
Q1 | $52K | Sell |
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|
2020
Q4 | $60K | Buy |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q2 | $41K | Buy |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $49K | Buy |
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|
2019
Q3 | $35K | Buy |
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|
2019
Q2 | $35K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $35K | Buy |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q4 | $18K | Buy |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $15K | Buy |
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