Commonwealth Equity Services’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $949K | Buy |
10,479
+2,895
| +38% | +$254K | ﹤0.01% | 2652 |
|
|
2025
Q4 | $627K | Sell |
7,584
-747
| -9% | -$63.7K | ﹤0.01% | 2978 |
|
|
2025
Q3 | $679K | Sell |
8,331
-330
| -4% | -$25.1K | ﹤0.01% | 2928 |
|
|
2025
Q2 | $632K | Sell |
8,661
-127
| -1% | -$9.51K | ﹤0.01% | 2965 |
|
|
2025
Q1 | $688K | Buy |
8,788
+512
| +6% | +$37.4K | ﹤0.01% | 2774 |
|
|
2024
Q4 | $561K | Sell |
8,276
-1,011
| -11% | -$67.7K | ﹤0.01% | 2872 |
|
|
2024
Q3 | $625K | Sell |
9,287
-137
| -1% | -$8.89K | ﹤0.01% | 2722 |
|
|
2024
Q2 | $572K | Sell |
9,424
-223
| -2% | -$13.5K | ﹤0.01% | 2721 |
|
|
2024
Q1 | $592K | Sell |
9,647
-1,257
| -12% | -$75.2K | ﹤0.01% | 2679 |
|
|
2023
Q4 | $680K | Buy |
10,904
+1,201
| +12% | +$71.7K | ﹤0.01% | 2453 |
|
|
2023
Q3 | $549K | Sell |
9,703
-77
| -0.8% | -$4.67K | ﹤0.01% | 2515 |
|
|
2023
Q2 | $620K | Sell |
9,780
-182
| -2% | -$12.2K | ﹤0.01% | 2438 |
|
|
2023
Q1 | $698 | Sell |
9,962
-1,917
| -16% | -$136K | ﹤0.01% | 2289 |
|
|
2022
Q4 | $818K | Buy |
11,879
+284
| +2% | +$19.3K | ﹤0.01% | 2099 |
|
|
2022
Q3 | $722K | Sell |
11,595
-144
| -1% | -$10.3K | ﹤0.01% | 2132 |
|
|
2022
Q2 | $873K | Buy |
11,739
+1,568
| +15% | +$118K | ﹤0.01% | 2004 |
|
|
2022
Q1 | $729K | Sell |
10,171
-2,558
| -20% | -$170K | ﹤0.01% | 2230 |
|
|
2021
Q4 | $830K | Buy |
12,729
+2,392
| +23% | +$151K | ﹤0.01% | 2124 |
|
|
2021
Q3 | $632K | Sell |
10,337
-420
| -4% | -$28.7K | ﹤0.01% | 2295 |
|
|
2021
Q2 | $777K | Buy |
10,757
+558
| +5% | +$41.6K | ﹤0.01% | 2110 |
|
|
2021
Q1 | $753K | Buy |
10,199
+567
| +6% | +$37.8K | ﹤0.01% | 2021 |
|
|
2020
Q4 | $616K | Sell |
9,632
-753
| -7% | -$45.9K | ﹤0.01% | 2007 |
|
|
2020
Q3 | $552K | Buy |
10,385
+44
| +0.4% | +$2.62K | ﹤0.01% | 1891 |
|
|
2020
Q2 | $679K | Sell |
10,341
-827
| -7% | -$58.9K | ﹤0.01% | 1668 |
|
|
2020
Q1 | $831K | Buy |
11,168
+147
| +1% | +$11.8K | ﹤0.01% | 1361 |
|
|
2019
Q4 | $918K | Buy |
11,021
+641
| +6% | +$52.5K | ﹤0.01% | 1483 |
|
|
2019
Q3 | $905K | Sell |
10,380
-92
| -0.9% | -$7.75K | ﹤0.01% | 1422 |
|
|
2019
Q2 | $878K | Buy |
10,472
+895
| +9% | +$75K | ﹤0.01% | 1426 |
|
|
2019
Q1 | $788K | Sell |
9,577
-1,039
| -10% | -$81K | ﹤0.01% | 1460 |
|
|
2018
Q4 | $786K | Buy |
10,616
+3,372
| +47% | +$255K | ﹤0.01% | 1350 |
|
|
2018
Q3 | $532K | Buy |
7,244
+36
| +0.5% | +$2.66K | ﹤0.01% | 1758 |
|
|
2018
Q2 | $509K | Buy |
7,208
+459
| +7% | +$32.4K | ﹤0.01% | 1738 |
|
|
2018
Q1 | $488K | Sell |
6,749
-256
| -4% | -$17.4K | ﹤0.01% | 1729 |
|
|
2017
Q4 | $526K | Sell |
7,005
-147
| -2% | -$11.4K | ﹤0.01% | 1659 |
|
|
2017
Q3 | $534K | Sell |
7,152
-153
| -2% | -$11.3K | ﹤0.01% | 1574 |
|
|
2017
Q2 | $510K | Sell |
7,305
-706
| -9% | -$49.3K | ﹤0.01% | 1562 |
|
|
2017
Q1 | $541K | Sell |
8,011
-72
| -0.9% | -$4.68K | ﹤0.01% | 1452 |
|
|
2016
Q4 | $522K | Buy |
8,083
+265
| +3% | +$16.7K | ﹤0.01% | 1387 |
|
|
2016
Q3 | $498K | Buy |
7,818
+456
| +6% | +$30.5K | ﹤0.01% | 1382 |
|
|
2016
Q2 | $522K | Sell |
7,362
-80
| -1% | -$5.26K | ﹤0.01% | 1332 |
|
|
2016
Q1 | $504K | Sell |
7,442
-58
| -0.8% | -$3.7K | ﹤0.01% | 1318 |
|
|
2015
Q4 | $446K | Buy |
7,500
+275
| +4% | +$15.9K | ﹤0.01% | 1341 |
|
|
2015
Q3 | $394K | Buy |
7,225
+630
| +10% | +$33.5K | ﹤0.01% | 1385 |
|
|
2015
Q2 | $343K | Sell |
6,595
-213
| -3% | -$11.1K | ﹤0.01% | 1555 |
|
|
2015
Q1 | $349K | Sell |
6,808
-28,214
| -81% | -$1.48M | ﹤0.01% | 1538 |
|
|
2014
Q4 | $1.86M | Buy |
35,022
+1,809
| +5% | +$91K | 0.02% | 604 |
|
|
2014
Q3 | $1.54M | Buy |
33,213
+27,785
| +512% | +$1.33M | 0.02% | 654 |
|
|
2014
Q2 | $264K | Sell |
5,428
-180
| -3% | -$8.41K | ﹤0.01% | 1641 |
|
|
2014
Q1 | $264K | Sell |
5,608
-203
| -3% | -$9.22K | ﹤0.01% | 1570 |
|
|
2013
Q4 | $265K | Buy |
5,811
+27
| +0.5% | +$1.24K | ﹤0.01% | 1524 |
|
|
2013
Q3 | $260K | Buy |
5,784
+29
| +0.5% | +$1.31K | ﹤0.01% | 1456 |
|
|
2013
Q2 | $263K | Buy |
+5,755
| New | +$262K | ﹤0.01% | 1388 |
|
Other funds holding SR
VPM
VCM
