Allworth Financial’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62K | Sell |
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|
2025
Q1 | $7.41K | Buy |
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|
2024
Q4 | $3.27K | Buy |
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|
2024
Q3 | $2.69K | Hold |
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|
2024
Q2 | $2.62K | Buy |
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|
2024
Q1 | $2.15K | Hold |
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|
2023
Q4 | $2.18K | Sell |
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|
2023
Q3 | $14.5K | Buy |
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|
2023
Q2 | $381 | Sell |
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|
2023
Q1 | $632 | Hold |
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|
2022
Q4 | $620 | Buy |
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