CAPTRUST Financial Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $82.9M | Buy |
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2025
Q1 | $82.5M | Buy |
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2024
Q4 | $49M | Buy |
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2024
Q3 | $39.2M | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $157K | Buy |
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2022
Q1 | $128K | Buy |
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2021
Q4 | $77K | Sell |
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2021
Q3 | $97K | Sell |
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2021
Q2 | $140K | Buy |
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2021
Q1 | $70K | Buy |
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2020
Q4 | $23K | Buy |
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2020
Q3 | $16K | Buy |
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2020
Q2 | $19K | Buy |
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2019
Q4 | – | Sell |
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2019
Q3 | $47K | Hold |
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2019
Q2 | $46K | Hold |
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2019
Q1 | $45K | Hold |
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2018
Q4 | $40K | Hold |
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2018
Q3 | $40K | Buy |
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