Cetera Investment Advisers’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
11,447
+1,108
| +11% | +$80.9K | ﹤0.01% | 2536 |
|
|
2025
Q1 | $809K | Buy |
10,339
+2,188
| +27% | +$171K | ﹤0.01% | 2437 |
|
|
2024
Q4 | $553K | Buy |
8,151
+655
| +9% | +$44.4K | ﹤0.01% | 2601 |
|
|
2024
Q3 | $504K | Buy |
7,496
+1,559
| +26% | +$105K | ﹤0.01% | 2643 |
|
|
2024
Q2 | $361K | Buy |
5,937
+1,828
| +44% | +$111K | ﹤0.01% | 2868 |
|
|
2024
Q1 | $252K | Buy |
+4,109
| New | +$252K | ﹤0.01% | 3185 |
|
|
2017
Q3 | – | Sell |
-5,583
| Closed | -$386K | – | 408 |
|
|
2017
Q2 | $386K | Sell |
5,583
-551
| -9% | -$38.1K | 0.09% | 265 |
|
|
2017
Q1 | $415K | Buy |
6,134
+1,521
| +33% | +$103K | 0.11% | 225 |
|
|
2016
Q4 | $296K | Buy |
+4,613
| New | +$296K | 0.1% | 246 |
|