Congress Asset Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.67M | Buy |
72,636
+784
| +1% | +$67.4K | 0.03% | 249 |
|
|
2026
Q1 | $6.51M | Buy |
71,852
+9,817
| +16% | +$861K | 0.05% | 238 |
|
|
2025
Q4 | $5.13M | Buy |
62,035
+1,783
| +3% | +$152K | 0.04% | 237 |
|
|
2025
Q3 | $4.91M | Sell |
60,252
-639
| -1% | -$48.6K | 0.03% | 235 |
|
|
2025
Q2 | $4.44M | Sell |
60,891
-50
| -0.1% | -$3.74K | 0.03% | 238 |
|
|
2025
Q1 | $4.77M | Sell |
60,941
-3,156
| -5% | -$231K | 0.04% | 228 |
|
|
2024
Q4 | $4.35M | Buy |
64,097
+3,758
| +6% | +$252K | 0.03% | 240 |
|
|
2024
Q3 | $4.06M | Sell |
60,339
-572
| -0.9% | -$37.1K | 0.03% | 237 |
|
|
2024
Q2 | $3.7M | Sell |
60,911
-747
| -1% | -$45.1K | 0.03% | 244 |
|
|
2024
Q1 | $3.78M | Sell |
61,658
-2,486
| -4% | -$149K | 0.03% | 245 |
|
|
2023
Q4 | $4M | Buy |
64,144
+167
| +0.3% | +$9.96K | 0.03% | 253 |
|
|
2023
Q3 | $3.62M | Buy |
63,977
+88
| +0.1% | +$5.34K | 0.03% | 243 |
|
|
2023
Q2 | $4.05M | Sell |
63,889
-8,537
| -12% | -$573K | 0.04% | 231 |
|
|
2023
Q1 | $5.08M | Buy |
72,426
+4,832
| +7% | +$343K | 0.05% | 213 |
|
|
2022
Q4 | $4.65M | Buy |
67,594
+747
| +1% | +$50.8K | 0.05% | 221 |
|
|
2022
Q3 | $4.17M | Buy |
66,847
+766
| +1% | +$54.8K | 0.04% | 216 |
|
|
2022
Q2 | $4.91M | Buy |
66,081
+1
| +0% | +$75 | 0.05% | 220 |
|
|
2022
Q1 | $4.74M | Buy |
66,080
+29,898
| +83% | +$1.98M | 0.04% | 235 |
|
|
2021
Q4 | $2.36M | Buy |
36,182
+11
| +0% | +$696 | 0.02% | 265 |
|
|
2021
Q3 | $2.21M | Buy |
36,171
+1,341
| +4% | +$91.8K | 0.02% | 256 |
|
|
2021
Q2 | $2.52M | Buy |
34,830
+5,316
| +18% | +$396K | 0.02% | 257 |
|
|
2021
Q1 | $2.18M | Buy |
29,514
+3,445
| +13% | +$230K | 0.02% | 256 |
|
|
2020
Q4 | $1.67M | Sell |
26,069
-450
| -2% | -$27.4K | 0.02% | 248 |
|
|
2020
Q3 | $1.41M | Hold |
26,519
| – | – | 0.02% | 242 |
|
|
2020
Q2 | $1.74M | Buy |
26,519
+630
| +2% | +$44.9K | 0.02% | 236 |
|
|
2020
Q1 | $1.93M | Sell |
25,889
-1,115
| -4% | -$89.4K | 0.03% | 219 |
|
|
2019
Q4 | $2.25M | Sell |
27,004
-11,679
| -30% | -$957K | 0.03% | 242 |
|
|
2019
Q3 | $3.38M | Sell |
38,683
-3,866
| -9% | -$326K | 0.04% | 224 |
|
|
2019
Q2 | $3.57M | Hold |
42,549
| – | – | 0.05% | 228 |
|
|
2019
Q1 | $3.5M | Sell |
42,549
-693
| -2% | -$54K | 0.05% | 223 |
|
|
2018
Q4 | $3.2M | Buy |
43,242
+1,555
| +4% | +$118K | 0.05% | 222 |
|
|
2018
Q3 | $3.07M | Buy |
41,687
+4,083
| +11% | +$302K | 0.04% | 244 |
|
|
2018
Q2 | $2.66M | Sell |
37,604
-1,030
| -3% | -$72.6K | 0.04% | 242 |
|
|
2018
Q1 | $2.79M | Buy |
38,634
+717
| +2% | +$48.9K | 0.04% | 240 |
|
|
2017
Q4 | $2.85M | Sell |
37,917
-665
| -2% | -$51.6K | 0.04% | 228 |
|
|
2017
Q3 | $2.88M | Buy |
+38,582
| New | +$2.86M | 0.04% | 225 |
|
Other funds holding SR
ORIO
WCM
RPWA
FIM
BTC
CTA
CMA
GI
VCM