EverSource Wealth Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
1,699
+681
| +67% | +$49.7K | 0.01% | 1079 |
|
|
2025
Q1 | $79.7K | Buy |
1,018
+247
| +32% | +$19.3K | ﹤0.01% | 1002 |
|
|
2024
Q4 | $52.3K | Buy |
771
+1
| +0.1% | +$68 | ﹤0.01% | 1172 |
|
|
2024
Q3 | $51.8K | Sell |
770
-10
| -1% | -$673 | ﹤0.01% | 1055 |
|
|
2024
Q2 | $52K | Buy |
780
+78
| +11% | +$5.2K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $43.4K | Sell |
702
-126
| -15% | -$7.79K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $51.6K | Sell |
828
-1,070
| -56% | -$66.7K | ﹤0.01% | 887 |
|
|
2023
Q3 | $107K | Buy |
1,898
+1,279
| +207% | +$72.4K | 0.01% | 549 |
|
|
2023
Q2 | $39.3K | Buy |
619
+11
| +2% | +$698 | ﹤0.01% | 927 |
|
|
2023
Q1 | $42.7K | Buy |
608
+32
| +6% | +$2.25K | 0.01% | 839 |
|
|
2022
Q4 | $39.7K | Sell |
576
-1,029
| -64% | -$70.9K | 0.01% | 843 |
|
|
2022
Q3 | $101K | Buy |
1,605
+139
| +9% | +$8.75K | 0.02% | 433 |
|
|
2022
Q2 | $109K | Buy |
1,466
+963
| +191% | +$71.6K | 0.03% | 353 |
|
|
2022
Q1 | $36K | Buy |
503
+3
| +0.6% | +$215 | 0.01% | 530 |
|
|
2021
Q4 | $33K | Buy |
+500
| New | +$33K | 0.01% | 512 |
|