Farther Finance 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 | $19.3K | Buy |
265
+152
| +135% | +$11.1K | ﹤0.01% | 2685 |
|
|
2025
Q1 | $8.9K | Sell |
113
-31
| -22% | -$2.44K | ﹤0.01% | 2796 |
|
|
2024
Q4 | $9.77K | Sell |
144
-19
| -12% | -$1.29K | ﹤0.01% | 2392 |
|
|
2024
Q3 | $11K | Buy |
163
+2
| +1% | +$135 | ﹤0.01% | 2326 |
|
|
2024
Q2 | $9.71K | Buy |
161
+67
| +71% | +$4.04K | ﹤0.01% | 2096 |
|
|
2024
Q1 | $5.73K | Sell |
94
-88
| -48% | -$5.36K | ﹤0.01% | 2005 |
|
|
2023
Q4 | $11.3K | Sell |
182
-13
| -7% | -$810 | ﹤0.01% | 1558 |
|
|
2023
Q3 | $11K | Buy |
195
+13
| +7% | +$736 | ﹤0.01% | 1259 |
|
|
2023
Q2 | $11.5K | Sell |
182
-4
| -2% | -$254 | ﹤0.01% | 1150 |
|
|
2023
Q1 | $13K | Hold |
186
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q4 | $12.8K | Buy |
+186
| New | +$12.8K | 0.01% | 867 |
|