Bell Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75K | Hold |
65
| – | – | ﹤0.01% | 1002 |
|
|
2025
Q1 | $5.09K | Buy |
65
+8
| +14% | +$626 | ﹤0.01% | 904 |
|
|
2024
Q4 | $3.87K | Sell |
57
-8
| -12% | -$543 | ﹤0.01% | 1051 |
|
|
2024
Q3 | $4.37K | Sell |
65
-9
| -12% | -$606 | ﹤0.01% | 1011 |
|
|
2024
Q2 | $4.5K | Sell |
74
-8
| -10% | -$486 | ﹤0.01% | 973 |
|
|
2024
Q1 | $5.03K | Sell |
82
-37
| -31% | -$2.27K | ﹤0.01% | 915 |
|
|
2023
Q4 | $7.42K | Buy |
119
+68
| +133% | +$4.24K | ﹤0.01% | 677 |
|
|
2023
Q3 | $2.89K | Sell |
51
-60
| -54% | -$3.4K | ﹤0.01% | 1102 |
|
|
2023
Q2 | $7.04K | Buy |
111
+32
| +41% | +$2.03K | ﹤0.01% | 647 |
|
|
2023
Q1 | $5.54K | Buy |
79
+44
| +126% | +$3.09K | ﹤0.01% | 731 |
|
|
2022
Q4 | $2.41K | Buy |
35
+1
| +3% | +$69 | ﹤0.01% | 1186 |
|
|
2022
Q3 | $2K | Sell |
34
-26
| -43% | -$1.53K | ﹤0.01% | 1214 |
|
|
2022
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 847 |
|
|
2021
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 897 |
|