Allworth Financial’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62K | Sell |
77
-18
| -19% | -$1.31K | ﹤0.01% | 3193 |
|
|
2025
Q1 | $7.41K | Buy |
95
+48
| +102% | +$3.74K | ﹤0.01% | 2556 |
|
|
2024
Q4 | $3.27K | Buy |
47
+7
| +18% | +$487 | ﹤0.01% | 2950 |
|
|
2024
Q3 | $2.69K | Hold |
40
| – | – | ﹤0.01% | 2833 |
|
|
2024
Q2 | $2.62K | Buy |
40
+5
| +14% | +$328 | ﹤0.01% | 2797 |
|
|
2024
Q1 | $2.15K | Hold |
35
| – | – | ﹤0.01% | 2779 |
|
|
2023
Q4 | $2.18K | Sell |
35
-222
| -86% | -$13.8K | ﹤0.01% | 2643 |
|
|
2023
Q3 | $14.5K | Buy |
257
+251
| +4,183% | +$14.2K | ﹤0.01% | 1710 |
|
|
2023
Q2 | $381 | Sell |
6
-3
| -33% | -$191 | ﹤0.01% | 2948 |
|
|
2023
Q1 | $632 | Hold |
9
| – | – | ﹤0.01% | 2797 |
|
|
2022
Q4 | $620 | Buy |
+9
| New | +$620 | ﹤0.01% | 2577 |
|