Charles Schwab’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 | $58M | Sell |
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|
2025
Q1 | $64.5M | Sell |
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|
2024
Q4 | $56.6M | Buy |
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|
2024
Q3 | $54.2M | Buy |
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|
2024
Q2 | $46.7M | Buy |
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|
2024
Q1 | $44.3M | Buy |
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|
2023
Q4 | $42.2M | Buy |
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|
2023
Q3 | $36.7M | Buy |
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|
2023
Q2 | $39.1M | Buy |
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|
2023
Q1 | $42.5M | Buy |
|
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|
2022
Q4 | $41.7M | Sell |
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|
2022
Q3 | $37.9M | Buy |
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|
2022
Q2 | $44.4M | Buy |
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|
2022
Q1 | $41.8M | Buy |
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|
2021
Q4 | $36.3M | Buy |
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|
2021
Q3 | $32.3M | Buy |
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|
2021
Q2 | $36.7M | Buy |
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|
2021
Q1 | $35.3M | Buy |
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|
2020
Q4 | $30.4M | Buy |
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|
2020
Q3 | $24.5M | Buy |
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|
2020
Q2 | $30.1M | Buy |
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|
2020
Q1 | $34.1M | Buy |
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|
2019
Q4 | $36.5M | Buy |
|
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|
2019
Q3 | $36.9M | Buy |
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|
2019
Q2 | $34.3M | Buy |
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|
2019
Q1 | $33.5M | Buy |
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|
2018
Q4 | $27M | Sell |
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|
2018
Q3 | $26.9M | Buy |
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|
2018
Q2 | $24.2M | Buy |
|
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|
2018
Q1 | $22.1M | Buy |
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|
2017
Q4 | $21.8M | Buy |
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|
2017
Q3 | $20.6M | Buy |
|
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|
2017
Q2 | $18.3M | Buy |
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|
2017
Q1 | $15.9M | Buy |
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|
2016
Q4 | $15.1M | Buy |
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|
2016
Q3 | $14.2M | Buy |
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|
2016
Q2 | $15.1M | Buy |
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|
2016
Q1 | $13.9M | Buy |
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|
2015
Q4 | $11.3M | Buy |
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|
2015
Q3 | $10.2M | Buy |
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|
2015
Q2 | $9.09M | Buy |
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|
2015
Q1 | $8.74M | Buy |
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|
2014
Q4 | $7.94M | Buy |
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|
2014
Q3 | $6.7M | Buy |
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|
2014
Q2 | $6.05M | Buy |
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|
2014
Q1 | $5.34M | Buy |
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|
2013
Q4 | $4.7M | Buy |
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|
2013
Q3 | $4.45M | Buy |
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|
2013
Q2 | $4.14M | Buy |
|