Capstone 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
Q1 | – | Sell |
-3,802
| Closed | -$258K | – | 815 |
|
|
2024
Q4 | $258K | Buy |
+3,802
| New | +$258K | ﹤0.01% | 628 |
|
|
2024
Q2 | – | Sell |
-9,180
| Closed | -$563K | – | 1417 |
|
|
2024
Q1 | $563K | Buy |
+9,180
| New | +$563K | ﹤0.01% | 789 |
|
|
2017
Q1 | – | Sell |
-14,700
| Closed | -$948K | – | 888 |
|
|
2016
Q4 | $948K | Buy |
14,700
+8,600
| +141% | +$555K | 0.03% | 326 |
|
|
2016
Q3 | $388K | Buy |
6,100
+300
| +5% | +$19.1K | 0.01% | 443 |
|
|
2016
Q2 | $410K | Buy |
+5,800
| New | +$410K | 0.01% | 422 |
|