Position history for Kestra Advisory Services, LLC's holdings in SRH TOTAL RETURN FUND INC
Kestra Advisory Services, LLC holds 18,560 shares of STEW (SRH TOTAL RETURN FUND INC), worth $344,107 as of 2025-Q4. The position was increased (++5.9% shares). STEW represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$344,107
Current Shares
18,560
Total Value Change
+$188,757
Total Shares Change
+7,883
Other major holders of STEW: Steward Partners Investment Advisory, LLC, MORGAN STANLEY
Increased |
| 18,560 |
+5.9% |
| $344,107 |
| 0.0% |
| $18.28 |
25 |
| 2025-Q3 | Increased | 17,525 | +0.1% | $318,251 | 0.0% | $17.77 | 23 |
| 2025-Q2 | New | 17,505 | - | $309,481 | 0.0% | $17.04 | 32 |
| 2024-Q4 | Exited | 0 | -100.0% | $0 | 0.0% | $15.17 | 0 |
| 2024-Q3 | Increased | 13,688 | +28.2% | $216,264 | 0.0% | $14.88 | 29 |
| 2024-Q2 | New | 10,677 | - | $155,350 | 0.0% | $13.60 | 31 |