Ethic Inc’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 | $404K | Sell |
4,458
-471
| -10% | -$41.3K | 0.01% | 949 |
|
|
2025
Q4 | $408K | Sell |
4,929
-2,075
| -30% | -$177K | 0.01% | 914 |
|
|
2025
Q3 | $571K | Sell |
7,004
-1,463
| -17% | -$111K | 0.01% | 795 |
|
|
2025
Q2 | $617K | Sell |
8,467
-3,478
| -29% | -$260K | 0.01% | 751 |
|
|
2025
Q1 | $941K | Buy |
11,945
+2,323
| +24% | +$170K | 0.02% | 614 |
|
|
2024
Q4 | $653K | Buy |
9,622
+3,449
| +56% | +$231K | 0.01% | 717 |
|
|
2024
Q3 | $379K | Sell |
6,173
-1,524
| -20% | -$98.9K | 0.01% | 833 |
|
|
2024
Q2 | $467K | Buy |
7,697
+1,524
| +25% | +$92.1K | 0.01% | 782 |
|
|
2024
Q1 | $379K | Buy |
+6,173
| New | +$369K | 0.01% | 832 |
|
|
2023
Q4 | – | Sell |
-5,146
| Closed | -$291K | – | 1096 |
|
|
2023
Q3 | $291K | Buy |
5,146
+585
| +13% | +$35.5K | 0.01% | 820 |
|
|
2023
Q2 | $289K | Sell |
4,561
-1,506
| -25% | -$101K | 0.01% | 803 |
|
|
2023
Q1 | $426K | Sell |
6,067
-535
| -8% | -$37.9K | 0.02% | 696 |
|
|
2022
Q4 | $455K | Sell |
6,602
-4,423
| -40% | -$301K | 0.02% | 601 |
|
|
2022
Q3 | $687K | Sell |
11,025
-390
| -3% | -$27.9K | 0.05% | 414 |
|
|
2022
Q2 | $849K | Buy |
11,415
+820
| +8% | +$61.7K | 0.06% | 351 |
|
|
2022
Q1 | $760K | Buy |
10,595
+3,900
| +58% | +$259K | 0.05% | 366 |
|
|
2021
Q4 | $437K | Sell |
6,695
-612
| -8% | -$38.7K | 0.03% | 440 |
|
|
2021
Q3 | $447K | Buy |
7,307
+2,999
| +70% | +$205K | 0.05% | 386 |
|
|
2021
Q2 | $311K | Buy |
4,308
+698
| +19% | +$52K | 0.04% | 436 |
|
|
2021
Q1 | $267K | Buy |
3,610
+256
| +8% | +$17.1K | 0.05% | 410 |
|
|
2020
Q4 | $215K | Buy |
+3,354
| New | +$204K | 0.06% | 375 |
|
Other funds holding SR
VPM
VCM
