Cambridge Investment Research Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $461K | Sell |
5,086
-37
| -0.7% | -$3.25K | ﹤0.01% | 2877 |
|
|
2025
Q4 | $424K | Sell |
5,123
-135
| -3% | -$11.5K | ﹤0.01% | 2888 |
|
|
2025
Q3 | $429K | Buy |
5,258
+256
| +5% | +$19.5K | ﹤0.01% | 2809 |
|
|
2025
Q2 | $365K | Buy |
5,002
+30
| +0.6% | +$2.25K | ﹤0.01% | 2819 |
|
|
2025
Q1 | $389K | Sell |
4,972
-39
| -0.8% | -$2.85K | ﹤0.01% | 2660 |
|
|
2024
Q4 | $340K | Sell |
5,011
-656
| -12% | -$44K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $381K | Sell |
5,667
-1,940
| -26% | -$126K | ﹤0.01% | 2640 |
|
|
2024
Q2 | $462K | Buy |
7,607
+274
| +4% | +$16.6K | ﹤0.01% | 2364 |
|
|
2024
Q1 | $450K | Sell |
7,333
-508
| -6% | -$30.4K | ﹤0.01% | 2366 |
|
|
2023
Q4 | $489K | Sell |
7,841
-890
| -10% | -$53.1K | ﹤0.01% | 2191 |
|
|
2023
Q3 | $494K | Sell |
8,731
-49
| -0.6% | -$2.97K | ﹤0.01% | 2091 |
|
|
2023
Q2 | $557K | Buy |
8,780
+2,119
| +32% | +$142K | ﹤0.01% | 2043 |
|
|
2023
Q1 | $467K | Sell |
6,661
-102
| -2% | -$7.23K | ﹤0.01% | 2137 |
|
|
2022
Q4 | $466K | Sell |
6,763
-1,377
| -17% | -$93.7K | ﹤0.01% | 2069 |
|
|
2022
Q3 | $507K | Buy |
8,140
+1,431
| +21% | +$102K | ﹤0.01% | 1928 |
|
|
2022
Q2 | $499K | Buy |
6,709
+129
| +2% | +$9.7K | ﹤0.01% | 1959 |
|
|
2022
Q1 | $472K | Sell |
6,580
-726
| -10% | -$48.1K | ﹤0.01% | 2153 |
|
|
2021
Q4 | $476K | Sell |
7,306
-934
| -11% | -$59.1K | ﹤0.01% | 2141 |
|
|
2021
Q3 | $504K | Sell |
8,240
-113
| -1% | -$7.74K | ﹤0.01% | 2051 |
|
|
2021
Q2 | $604K | Hold |
8,353
| – | – | ﹤0.01% | 1906 |
|
|
2021
Q1 | $617K | Sell |
8,353
-15
| -0.2% | -$1K | ﹤0.01% | 1738 |
|
|
2020
Q4 | $536K | Buy |
8,368
+1,896
| +29% | +$116K | ﹤0.01% | 1726 |
|
|
2020
Q3 | $344K | Sell |
6,472
-94
| -1% | -$5.61K | ﹤0.01% | 1844 |
|
|
2020
Q2 | $431K | Sell |
6,566
-165
| -2% | -$11.8K | ﹤0.01% | 1644 |
|
|
2020
Q1 | $501K | Buy |
6,731
+287
| +4% | +$23K | ﹤0.01% | 1366 |
|
|
2019
Q4 | $537K | Buy |
6,444
+7
| +0.1% | +$573 | ﹤0.01% | 1533 |
|
|
2019
Q3 | $562K | Sell |
6,437
-13
| -0.2% | -$1.09K | ﹤0.01% | 1425 |
|
|
2019
Q2 | $541K | Buy |
6,450
+26
| +0.4% | +$2.18K | 0.01% | 1374 |
|
|
2019
Q1 | $529K | Buy |
6,424
+301
| +5% | +$23.5K | 0.01% | 1447 |
|
|
2018
Q4 | $454K | Buy |
6,123
+85
| +1% | +$6.43K | 0.01% | 1380 |
|
|
2018
Q3 | $444K | Buy |
6,038
+146
| +2% | +$10.8K | ﹤0.01% | 1519 |
|
|
2018
Q2 | $416K | Sell |
5,892
-134
| -2% | -$9.45K | ﹤0.01% | 1506 |
|
|
2018
Q1 | $436K | Buy |
6,026
+1,185
| +24% | +$80.8K | ﹤0.01% | 1429 |
|
|
2017
Q4 | $364K | Buy |
4,841
+1,433
| +42% | +$111K | ﹤0.01% | 1520 |
|
|
2017
Q3 | $254K | Sell |
3,408
-670
| -16% | -$49.7K | ﹤0.01% | 1672 |
|
|
2017
Q2 | $284K | Buy |
4,078
+69
| +2% | +$4.82K | ﹤0.01% | 1539 |
|
|
2017
Q1 | $271K | Buy |
4,009
+654
| +19% | +$42.6K | ﹤0.01% | 1453 |
|
|
2016
Q4 | $217K | Buy |
3,355
+109
| +3% | +$6.86K | ﹤0.01% | 1458 |
|
|
2016
Q3 | $207K | Sell |
3,246
-1,034
| -24% | -$69.1K | ﹤0.01% | 1531 |
|
|
2016
Q2 | $303K | Buy |
4,280
+1,120
| +35% | +$73.6K | 0.01% | 1170 |
|
|
2016
Q1 | $214K | Buy |
+3,160
| New | +$201K | ﹤0.01% | 1365 |
|
|
2015
Q1 | – | Sell |
-3,788
| Closed | -$202K | – | 1449 |
|
|
2014
Q4 | $202K | Buy |
+3,788
| New | +$191K | 0.01% | 1215 |
|
|
2014
Q3 | – | Sell |
-5,957
| Closed | -$289K | – | 1493 |
|
|
2014
Q2 | $289K | Buy |
+5,957
| New | +$278K | 0.01% | 1022 |
|
Other funds holding SR
VPM
VCM
