Chesley Taft & Associates’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Hold |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $278K | Hold |
|
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|
2024
Q1 | $281K | Hold |
|
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $291K | Sell |
|
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $403K | Hold |
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|
2022
Q1 | $411K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $314K | Hold |
|
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|
2020
Q2 | $388K | Hold |
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|
2020
Q1 | $439K | Hold |
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|
2019
Q4 | $492K | Hold |
|
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|
2019
Q3 | $515K | Hold |
|
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|
2019
Q2 | $495K | Hold |
|
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|
2019
Q1 | $486K | Hold |
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|
2018
Q4 | $437K | Hold |
|
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|
2018
Q3 | $434K | Hold |
|
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|
2018
Q2 | $417K | Hold |
|
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|
2018
Q1 | $427K | Hold |
|
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|
2017
Q4 | $443K | Hold |
|
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|
2017
Q3 | $440K | Sell |
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|
2017
Q2 | $418K | Hold |
|
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|
2017
Q1 | $404K | Hold |
|
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|
2016
Q4 | $387K | Hold |
|
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|
2016
Q3 | $382K | Hold |
|
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|
2016
Q2 | $424K | Hold |
|
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|
2016
Q1 | $406K | Hold |
|
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|
2015
Q4 | $356K | Hold |
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|
2015
Q3 | $327K | Hold |
|
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|
2015
Q2 | $312K | Hold |
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|
2015
Q1 | $307K | Hold |
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|
2014
Q4 | $319K | Hold |
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|
2014
Q3 | $278K | Hold |
|
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|
2014
Q2 | $291K | Hold |
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|
2014
Q1 | $282K | Hold |
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|
2013
Q4 | $273K | Hold |
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|
2013
Q3 | $270K | Hold |
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|
2013
Q2 | $274K | Buy |
|