Shaker Financial Services, LLC STEW Holdings History
Shaker Financial Services, LLC's SRH Total Return Fund, Inc. Holding Summary
As of 2025-03-31, Shaker Financial Services, LLC held 280,886.00 shares of SRH Total Return Fund, Inc.(STEW), totaling $4.85 Mil. This investment constitutes 1.89% of their stock portfolio, and Shaker Financial Services, LLC now holds 0.29% of the outstanding SRH Total Return Fund, Inc.(STEW) stock.
The initial trade took place in 2015Q1. And since then Shaker Financial Services, LLC has made 20 purchases of STEW, at an average price of $11.09, for a total of 3.32 Mil shares. In addition, there have been 13 sales at an average price of $11.90 for 3.04 Mil shares. Based on historical transaction data and STEW's current price of $17.47, Shaker Financial Services, LLC's estimated gain on his STEW holdings is $4.26 Mil, reflecting a 11.56% gain to date.
Shaker Financial Services, LLC STEW ($17.47) Holding Chart
Shaker Financial Services, LLC STEW ($17.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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