Burney Company’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
3,337
-104
| -3% | -$7.59K | 0.01% | 523 |
|
|
2025
Q1 | $269K | Buy |
+3,441
| New | +$269K | 0.01% | 517 |
|
|
2024
Q2 | – | Sell |
-3,866
| Closed | -$237K | – | 614 |
|
|
2024
Q1 | $237K | Buy |
3,866
+315
| +9% | +$19.3K | 0.01% | 552 |
|
|
2023
Q4 | $221K | Buy |
+3,551
| New | +$221K | 0.01% | 547 |
|
|
2023
Q2 | – | Sell |
-3,200
| Closed | -$224K | – | 592 |
|
|
2023
Q1 | $224K | Hold |
3,200
| – | – | 0.01% | 525 |
|
|
2022
Q4 | $220K | Sell |
3,200
-682
| -18% | -$47K | 0.01% | 511 |
|
|
2022
Q3 | $242K | Sell |
3,882
-2,059
| -35% | -$128K | 0.01% | 507 |
|
|
2022
Q2 | $442K | Sell |
5,941
-27,839
| -82% | -$2.07M | 0.02% | 418 |
|
|
2022
Q1 | $2.42M | Buy |
+33,780
| New | +$2.42M | 0.11% | 203 |
|
|
2021
Q3 | – | Sell |
-3,480
| Closed | -$251K | – | 601 |
|
|
2021
Q2 | $251K | Sell |
3,480
-345
| -9% | -$24.9K | 0.01% | 529 |
|
|
2021
Q1 | $283K | Buy |
+3,825
| New | +$283K | 0.01% | 487 |
|