Back to STEW
Kestra Advisory Services, LLC → STEW
Kestra Advisory Services, LLC STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
5
Latest value
$372K
Q3 2026
Peak value
$372K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $318K |
| Q4 2025 | $344K |
| Q1 2026 | $265K |
| Q2 2026 | $340K |
| Q3 2026 | $372K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $372K | 21.4K | — | — |
| Q2 2026 | $340K | 19.0K | — | — |
| Q1 2026 | $265K | 15.5K | — | — |
| Q4 2025 | $344K | 18.6K | — | — |
| Q3 2025 | $318K | 17.5K | — | — |