Benjamin F. Edwards & Company’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22
| Closed | -$1K | – | 2236 |
|
|
2024
Q1 | $1K | Buy |
+22
| New | +$1.32K | ﹤0.01% | 2097 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$3K | – | 1897 |
|
|
2022
Q4 | $3K | Sell |
42
-27
| -39% | -$1.84K | ﹤0.01% | 1694 |
|
|
2022
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 1615 |
|
|
2022
Q2 | $5K | Buy |
69
+51
| +283% | +$3.83K | ﹤0.01% | 1556 |
|
|
2022
Q1 | $1K | Buy |
18
+1
| +6% | +$66 | ﹤0.01% | 1733 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q2 | $1K | Sell |
17
-214
| -93% | -$15.9K | ﹤0.01% | 1658 |
|
|
2021
Q1 | $17K | Sell |
231
-117
| -34% | -$7.81K | ﹤0.01% | 1245 |
|
|
2020
Q4 | $22K | Hold |
348
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q3 | $18K | Buy |
348
+1
| +0.3% | +$60 | ﹤0.01% | 1151 |
|
|
2020
Q2 | $23K | Sell |
347
-36
| -9% | -$2.56K | ﹤0.01% | 1081 |
|
|
2020
Q1 | $29K | Sell |
383
-97
| -20% | -$7.78K | ﹤0.01% | 968 |
|
|
2019
Q4 | $40K | Buy |
480
+259
| +117% | +$21.2K | ﹤0.01% | 1025 |
|
|
2019
Q3 | $19K | Hold |
221
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q2 | $19K | Hold |
221
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q1 | $18K | Buy |
221
+58
| +36% | +$4.52K | ﹤0.01% | 1167 |
|
|
2018
Q4 | $12K | Sell |
163
-134
| -45% | -$10.1K | ﹤0.01% | 1246 |
|
|
2018
Q3 | $22K | Hold |
297
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q2 | $21K | Hold |
297
| – | – | ﹤0.01% | 1090 |
|
|
2018
Q1 | $21K | Hold |
297
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q4 | $22K | Sell |
297
-98
| -25% | -$7.6K | ﹤0.01% | 1003 |
|
|
2017
Q3 | $29K | Buy |
395
+195
| +98% | +$14.5K | ﹤0.01% | 886 |
|
|
2017
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 986 |
|
|
2017
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 930 |
|
|
2016
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 883 |
|
|
2016
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 786 |
|
|
2016
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 732 |
|
|
2016
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 743 |
|
|
2015
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 807 |
|
|
2015
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 854 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 931 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 901 |
|
|
2014
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2014
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 794 |
|
|
2014
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 737 |
|
|
2014
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 705 |
|
|
2013
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 674 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 626 |
|
|
2013
Q2 | $9K | Buy |
+200
| New | +$9.11K | ﹤0.01% | 598 |
|
Other funds holding SR
Benjamin F. Edwards & Company's SR Position: Q2 2024 in Review
Benjamin F. Edwards & Company sold out of Spire (SR) in Q2 2024, closing a stake of 22 shares — an estimated $1K sold.
Benjamin F. Edwards & Company first reported a position in SR in Q2 2013 and held it in 40 quarters. The position peaked at $40K in Q4 2019. 293 funds tracked by Wall St. Rank hold SR as of Q2 2024.
- Benjamin F. Edwards & Company reported no remaining Spire position as of Q2 2024 after selling out during the quarter.
- Benjamin F. Edwards & Company sold 22 Spire shares in Q2 2024, an estimated $1K.
- Benjamin F. Edwards & Company first reported a position in Spire in Q2 2013 and held it in 40 quarters.
- Benjamin F. Edwards & Company's Spire position peaked at $40K in Q4 2019.
- 293 funds tracked by Wall St. Rank held Spire as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.