Advisory Research’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
5,724
+415
| +8% | +$30.3K | 0.06% | 128 |
|
|
2025
Q1 | $415K | Buy |
5,309
+15
| +0.3% | +$1.17K | 0.07% | 137 |
|
|
2024
Q4 | $359K | Buy |
5,294
+29
| +0.6% | +$1.97K | 0.06% | 140 |
|
|
2024
Q3 | $354K | Sell |
5,265
-169
| -3% | -$11.4K | 0.06% | 140 |
|
|
2024
Q2 | $330K | Buy |
5,434
+354
| +7% | +$21.5K | 0.06% | 144 |
|
|
2024
Q1 | $312K | Sell |
5,080
-25
| -0.5% | -$1.53K | 0.06% | 140 |
|
|
2023
Q4 | $318K | Sell |
5,105
-525
| -9% | -$32.7K | 0.05% | 285 |
|
|
2023
Q3 | $319K | Sell |
5,630
-228
| -4% | -$12.9K | 0.04% | 363 |
|
|
2023
Q2 | $372K | Buy |
5,858
+239
| +4% | +$15.2K | 0.05% | 346 |
|
|
2023
Q1 | $394K | Sell |
5,619
-90
| -2% | -$6.31K | 0.06% | 268 |
|
|
2022
Q4 | $393K | Sell |
5,709
-5
| -0.1% | -$344 | 0.04% | 273 |
|
|
2022
Q3 | $356K | Buy |
5,714
+27
| +0.5% | +$1.68K | 0.03% | 271 |
|
|
2022
Q2 | $423K | Buy |
+5,687
| New | +$423K | 0.04% | 246 |
|