Carson Wealth (CWM LLC)’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
19,723
+3,241
| +20% | +$237K | 0.01% | 1079 |
|
|
2025
Q1 | $1.29M | Sell |
16,482
-817
| -5% | -$63.9K | 0.01% | 1019 |
|
|
2024
Q4 | $1.17M | Sell |
17,299
-377
| -2% | -$25.6K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $1.19M | Buy |
17,676
+969
| +6% | +$65.2K | 0.01% | 924 |
|
|
2024
Q2 | $1.02M | Buy |
16,707
+1,085
| +7% | +$65.9K | ﹤0.01% | 874 |
|
|
2024
Q1 | $959K | Sell |
15,622
-1,195
| -7% | -$73.4K | ﹤0.01% | 872 |
|
|
2023
Q4 | $1.05M | Sell |
16,817
-1,282
| -7% | -$79.9K | 0.01% | 788 |
|
|
2023
Q3 | $1.02M | Sell |
18,099
-595
| -3% | -$33.7K | 0.01% | 744 |
|
|
2023
Q2 | $1.19M | Sell |
18,694
-1,048
| -5% | -$66.5K | 0.01% | 647 |
|
|
2023
Q1 | $1.39M | Sell |
19,742
-12
| -0.1% | -$842 | 0.01% | 562 |
|
|
2022
Q4 | $1.36M | Buy |
19,754
+412
| +2% | +$28.4K | 0.01% | 529 |
|
|
2022
Q3 | $1.21M | Sell |
19,342
-568
| -3% | -$35.4K | 0.01% | 509 |
|
|
2022
Q2 | $1.48M | Sell |
19,910
-1,533
| -7% | -$114K | 0.01% | 457 |
|
|
2022
Q1 | $1.54M | Sell |
21,443
-3,111
| -13% | -$223K | 0.01% | 456 |
|
|
2021
Q4 | $1.6M | Buy |
+24,554
| New | +$1.6M | 0.01% | 481 |
|
|
2021
Q2 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2021
Q1 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2020
Q4 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2020
Q3 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2020
Q2 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2020
Q1 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2019
Q4 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2019
Q3 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2019
Q2 | $1.92M | Hold |
26,526
| – | – | 0.02% | 435 |
|
|
2019
Q1 | $1.92M | Buy |
+26,526
| New | +$1.92M | 0.02% | 435 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$1K | – | 1978 |
|
|
2018
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1593 |
|