Creative Planning’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
9,475
+1,606
| +20% | +$117K | ﹤0.01% | 2167 |
|
|
2025
Q1 | $616K | Sell |
7,869
-3,364
| -30% | -$263K | ﹤0.01% | 2098 |
|
|
2024
Q4 | $762K | Buy |
11,233
+4,107
| +58% | +$279K | ﹤0.01% | 1867 |
|
|
2024
Q3 | $480K | Buy |
7,126
+190
| +3% | +$12.8K | ﹤0.01% | 2147 |
|
|
2024
Q2 | $421K | Buy |
6,936
+576
| +9% | +$35K | ﹤0.01% | 2071 |
|
|
2024
Q1 | $390K | Sell |
6,360
-1,223
| -16% | -$75.1K | ﹤0.01% | 2032 |
|
|
2023
Q4 | $473K | Buy |
7,583
+694
| +10% | +$43.3K | ﹤0.01% | 1744 |
|
|
2023
Q3 | $390K | Buy |
6,889
+205
| +3% | +$11.6K | ﹤0.01% | 1734 |
|
|
2023
Q2 | $424K | Buy |
6,684
+450
| +7% | +$28.5K | ﹤0.01% | 1660 |
|
|
2023
Q1 | $437K | Buy |
6,234
+379
| +6% | +$26.6K | ﹤0.01% | 1550 |
|
|
2022
Q4 | $403K | Buy |
5,855
+624
| +12% | +$43K | ﹤0.01% | 1535 |
|
|
2022
Q3 | $326K | Sell |
5,231
-625
| -11% | -$39K | ﹤0.01% | 1591 |
|
|
2022
Q2 | $435K | Buy |
5,856
+1,278
| +28% | +$94.9K | ﹤0.01% | 1388 |
|
|
2022
Q1 | $328K | Buy |
+4,578
| New | +$328K | ﹤0.01% | 1571 |
|
|
2021
Q3 | – | Sell |
-3,646
| Closed | -$264K | – | 2132 |
|
|
2021
Q2 | $264K | Sell |
3,646
-226
| -6% | -$16.4K | ﹤0.01% | 1624 |
|
|
2021
Q1 | $286K | Sell |
3,872
-902
| -19% | -$66.6K | ﹤0.01% | 1793 |
|
|
2020
Q4 | $306K | Sell |
4,774
-432
| -8% | -$27.7K | ﹤0.01% | 1596 |
|
|
2020
Q3 | $277K | Buy |
5,206
+457
| +10% | +$24.3K | ﹤0.01% | 1444 |
|
|
2020
Q2 | $312K | Hold |
4,749
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q1 | $354K | Sell |
4,749
-1,295
| -21% | -$96.5K | ﹤0.01% | 1101 |
|
|
2019
Q4 | $504K | Buy |
6,044
+1,230
| +26% | +$103K | ﹤0.01% | 1099 |
|
|
2019
Q3 | $420K | Sell |
4,814
-91
| -2% | -$7.94K | ﹤0.01% | 1163 |
|
|
2019
Q2 | $412K | Buy |
4,905
+608
| +14% | +$51.1K | ﹤0.01% | 1174 |
|
|
2019
Q1 | $354K | Sell |
4,297
-569
| -12% | -$46.9K | ﹤0.01% | 1229 |
|
|
2018
Q4 | $360K | Buy |
4,866
+854
| +21% | +$63.2K | ﹤0.01% | 1125 |
|
|
2018
Q3 | $295K | Sell |
4,012
-108
| -3% | -$7.94K | ﹤0.01% | 1396 |
|
|
2018
Q2 | $291K | Sell |
4,120
-141
| -3% | -$9.96K | ﹤0.01% | 1381 |
|
|
2018
Q1 | $308K | Buy |
4,261
+387
| +10% | +$28K | ﹤0.01% | 1316 |
|
|
2017
Q4 | $291K | Buy |
3,874
+90
| +2% | +$6.76K | ﹤0.01% | 1369 |
|
|
2017
Q3 | $282K | Sell |
3,784
-42
| -1% | -$3.13K | ﹤0.01% | 1355 |
|
|
2017
Q2 | $267K | Buy |
3,826
+220
| +6% | +$15.4K | ﹤0.01% | 1343 |
|
|
2017
Q1 | $243K | Sell |
3,606
-87
| -2% | -$5.86K | ﹤0.01% | 1361 |
|
|
2016
Q4 | $238K | Sell |
3,693
-530
| -13% | -$34.2K | ﹤0.01% | 1312 |
|
|
2016
Q3 | $269K | Buy |
4,223
+598
| +16% | +$38.1K | ﹤0.01% | 1230 |
|
|
2016
Q2 | $257K | Buy |
3,625
+200
| +6% | +$14.2K | ﹤0.01% | 1125 |
|
|
2016
Q1 | $232K | Hold |
3,425
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q4 | $203K | Buy |
3,425
+2,655
| +345% | +$157K | ﹤0.01% | 1181 |
|
|
2015
Q3 | $42K | Buy |
+770
| New | +$42K | ﹤0.01% | 2147 |
|
|
2015
Q2 | – | Sell |
-757
| Closed | -$39K | – | 2637 |
|
|
2015
Q1 | $39K | Sell |
757
-129
| -15% | -$6.65K | ﹤0.01% | 2185 |
|
|
2014
Q4 | $47K | Hold |
886
| – | – | ﹤0.01% | 2031 |
|
|
2014
Q3 | $41K | Hold |
886
| – | – | ﹤0.01% | 2043 |
|
|
2014
Q2 | $43K | Sell |
886
-28
| -3% | -$1.36K | ﹤0.01% | 1944 |
|
|
2014
Q1 | $43K | Hold |
914
| – | – | ﹤0.01% | 1891 |
|
|
2013
Q4 | $42K | Hold |
914
| – | – | ﹤0.01% | 1734 |
|
|
2013
Q3 | $41K | Sell |
914
-250
| -21% | -$11.2K | ﹤0.01% | 1634 |
|
|
2013
Q2 | $53K | Buy |
+1,164
| New | +$53K | ﹤0.01% | 1352 |
|