Atria Investments’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $649K | Buy |
8,895
+3,721
| +72% | +$272K | 0.01% | 1283 |
|
2025
Q1 | $405K | Buy |
5,174
+531
| +11% | +$41.6K | 0.01% | 1466 |
|
2024
Q4 | $315K | Buy |
4,643
+583
| +14% | +$39.5K | ﹤0.01% | 1572 |
|
2024
Q3 | $273K | Sell |
4,060
-698
| -15% | -$47K | ﹤0.01% | 1659 |
|
2024
Q2 | $289K | Buy |
+4,758
| New | +$289K | ﹤0.01% | 1612 |
|