AE Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,960
-316
| -10% | -$23.1K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $256K | Sell |
3,276
-242
| -7% | -$18.9K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $239K | Buy |
+3,518
| New | +$239K | ﹤0.01% | 1195 |
|
|
2024
Q1 | – | Sell |
-10,287
| Closed | -$598K | – | 1866 |
|
|
2023
Q4 | $598K | Sell |
10,287
-38
| -0.4% | -$2.21K | ﹤0.01% | 1343 |
|
|
2023
Q3 | $584K | Buy |
10,325
+1,041
| +11% | +$58.9K | ﹤0.01% | 1295 |
|
|
2023
Q2 | $589K | Buy |
9,284
+10
| +0.1% | +$634 | ﹤0.01% | 1302 |
|
|
2023
Q1 | $650K | Buy |
9,274
+79
| +0.9% | +$5.54K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $633K | Buy |
+9,195
| New | +$633K | ﹤0.01% | 1181 |
|