Chicago Partners Investment Group’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
3,431
-438
| -11% | -$33.5K | 0.01% | 912 |
|
|
2025
Q1 | $295K | Buy |
3,869
+463
| +14% | +$35.2K | 0.01% | 693 |
|
|
2024
Q4 | $230K | Buy |
3,406
+271
| +9% | +$18.3K | 0.01% | 766 |
|
|
2024
Q3 | $206K | Buy |
+3,135
| New | +$206K | 0.01% | 752 |
|
|
2023
Q1 | – | Sell |
-2,806
| Closed | -$209K | – | 685 |
|
|
2022
Q4 | $209K | Buy |
+2,806
| New | +$209K | 0.01% | 578 |
|
|
2022
Q3 | – | Sell |
-2,806
| Closed | -$211K | – | 627 |
|
|
2022
Q2 | $211K | Hold |
2,806
| – | – | 0.02% | 532 |
|
|
2022
Q1 | $215K | Buy |
+2,806
| New | +$215K | 0.02% | 499 |
|
|
2021
Q2 | – | Sell |
-2,800
| Closed | -$211K | – | 555 |
|
|
2021
Q1 | $211K | Buy |
+2,800
| New | +$211K | 0.02% | 480 |
|
|
2020
Q2 | – | Sell |
-2,800
| Closed | -$216K | – | 398 |
|
|
2020
Q1 | $216K | Hold |
2,800
| – | – | 0.03% | 319 |
|
|
2019
Q4 | $236K | Hold |
2,800
| – | – | 0.03% | 320 |
|
|
2019
Q3 | $237K | Hold |
2,800
| – | – | 0.03% | 297 |
|
|
2019
Q2 | $237K | Hold |
2,800
| – | – | 0.03% | 287 |
|
|
2019
Q1 | $228K | Hold |
2,800
| – | – | 0.03% | 273 |
|
|
2018
Q4 | $209K | Hold |
2,800
| – | – | 0.03% | 298 |
|
|
2018
Q3 | $206K | Hold |
2,800
| – | – | 0.03% | 297 |
|
|
2018
Q2 | $198K | Hold |
2,800
| – | – | 0.03% | 279 |
|
|
2018
Q1 | $202K | Hold |
2,800
| – | – | 0.03% | 250 |
|
|
2017
Q4 | $210K | Hold |
2,800
| – | – | 0.03% | 250 |
|
|
2017
Q3 | $209K | Buy |
+2,800
| New | +$209K | 0.04% | 253 |
|
|
2017
Q2 | – | Sell |
-2,800
| Closed | -$189K | – | 773 |
|
|
2017
Q1 | $189K | Hold |
2,800
| – | – | 0.05% | 195 |
|
|
2016
Q4 | $181K | Hold |
2,800
| – | – | 0.07% | 178 |
|
|
2016
Q3 | $178K | Hold |
2,800
| – | – | 0.07% | 183 |
|
|
2016
Q2 | $198K | Hold |
2,800
| – | – | 0.1% | 132 |
|
|
2016
Q1 | $190K | Hold |
2,800
| – | – | 0.1% | 131 |
|
|
2015
Q4 | $166K | Hold |
2,800
| – | – | 0.08% | 180 |
|
|
2015
Q3 | $153K | Hold |
2,800
| – | – | 0.09% | 152 |
|
|
2015
Q2 | $146K | Buy |
2,800
+104
| +4% | +$5.42K | 0.07% | 159 |
|
|
2015
Q1 | $143K | Sell |
2,696
-104
| -4% | -$5.52K | 0.06% | 149 |
|
|
2014
Q4 | $149K | Buy |
+2,800
| New | +$149K | 0.06% | 146 |
|