Fi3 Financial Advisors’s SiriusPoint SPNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$760K	Sell	37,268 -71	-0.2%	-$1.45K	0.27%	36
2025 Q1	$646K	Sell	37,339 -69	-0.2%	-$1.19K	0.26%	40
2024 Q4	$613K	Sell	37,408 -44	-0.1%	-$721	0.23%	43
2024 Q3	$537K	Buy	37,452 +60	+0.2%	+$860	0.21%	41
2024 Q2	$456K	Buy	37,392 +47	+0.1%	+$573	0.2%	39
2024 Q1	$452K	Buy	37,345 +195	+0.5%	+$2.36K	0.21%	39
2023 Q4	$431K	Hold	37,150	–	–	0.21%	43
2023 Q3	$378K	Hold	37,150	–	–	0.2%	44
2023 Q2	$335K	Hold	37,150	–	–	0.18%	48
2023 Q1	$302K	Hold	37,150	–	–	0.16%	52
2022 Q4	$219K	Hold	37,150	–	–	0.13%	61
2022 Q3	$184K	Hold	37,150	–	–	0.17%	48
2022 Q2	$172K	Hold	37,150	–	–	0.14%	47
2022 Q1	$278K	Hold	37,150	–	–	0.22%	38
2021 Q4	$302K	Hold	37,150	–	–	0.2%	36
2021 Q3	$344K	Hold	37,150	–	–	0.23%	29
2021 Q2	$358K	Hold	37,150	–	–	0.25%	31
2021 Q1	$378K	Buy	+37,150	New	+$378K	0.32%	27