D.A. Davidson & Co’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 | $498K | Hold |
5,500
| – | – | ﹤0.01% | 1176 |
|
|
2025
Q4 | $455K | Hold |
5,500
| – | – | ﹤0.01% | 1177 |
|
|
2025
Q3 | $448K | Hold |
5,500
| – | – | ﹤0.01% | 1173 |
|
|
2025
Q2 | $401K | Hold |
5,500
| – | – | ﹤0.01% | 1135 |
|
|
2025
Q1 | $430K | Hold |
5,500
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q4 | $373K | Hold |
5,500
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q3 | $370K | Hold |
5,500
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q2 | $334K | Hold |
5,500
| – | – | ﹤0.01% | 1131 |
|
|
2024
Q1 | $338K | Hold |
5,500
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q4 | $343K | Hold |
5,500
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q3 | $311K | Hold |
5,500
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q2 | $349K | Sell |
5,500
-200
| -4% | -$13.4K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $400K | Sell |
5,700
-300
| -5% | -$21.3K | ﹤0.01% | 967 |
|
|
2022
Q4 | $413K | Hold |
6,000
| – | – | ﹤0.01% | 924 |
|
|
2022
Q3 | $374K | Buy |
6,000
+200
| +3% | +$14.3K | ﹤0.01% | 918 |
|
|
2022
Q2 | $431K | Hold |
5,800
| – | – | 0.01% | 873 |
|
|
2022
Q1 | $416K | Hold |
5,800
| – | – | ﹤0.01% | 947 |
|
|
2021
Q4 | $378K | Buy |
5,800
+100
| +2% | +$6.32K | ﹤0.01% | 977 |
|
|
2021
Q3 | $349K | Buy |
5,700
+200
| +4% | +$13.7K | ﹤0.01% | 950 |
|
|
2021
Q2 | $397K | Hold |
5,500
| – | – | ﹤0.01% | 902 |
|
|
2021
Q1 | $406K | Buy |
+5,500
| New | +$367K | 0.01% | 862 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$13K | – | 1867 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 1958 |
|
|
2017
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 1953 |
|
|
2016
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 2076 |
|
|
2016
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 2003 |
|
|
2016
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 1865 |
|
|
2016
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 1842 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 1884 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1859 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1875 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1804 |
|
|
2014
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1820 |
|
|
2014
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1847 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 1826 |
|
|
2014
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1829 |
|
|
2013
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 1749 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1491 |
|
|
2013
Q2 | $9K | Buy |
+200
| New | +$9.11K | ﹤0.01% | 1446 |
|
Other funds holding SR
VPM
VCM
