First Horizon Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-81
| Closed | -$5.49K | – | 2382 |
|
2024
Q4 | $5.49K | Buy |
81
+18
| +29% | +$1.22K | ﹤0.01% | 1779 |
|
2024
Q3 | $4.24K | Hold |
63
| – | – | ﹤0.01% | 1850 |
|
2024
Q2 | $3.83K | Buy |
+63
| New | +$3.83K | ﹤0.01% | 1819 |
|
2017
Q3 | – | Sell |
-104
| Closed | -$7K | – | 1445 |
|
2017
Q2 | $7K | Buy |
104
+1
| +1% | +$67 | ﹤0.01% | 1086 |
|
2017
Q1 | $7K | Buy |
+103
| New | +$7K | ﹤0.01% | 1132 |
|
2016
Q3 | – | Sell |
-217
| Closed | -$15K | – | 1498 |
|
2016
Q2 | $15K | Hold |
217
| – | – | ﹤0.01% | 844 |
|
2016
Q1 | $15K | Hold |
217
| – | – | ﹤0.01% | 887 |
|
2015
Q4 | $13K | Hold |
217
| – | – | ﹤0.01% | 868 |
|
2015
Q3 | $12K | Sell |
217
-57
| -21% | -$3.15K | ﹤0.01% | 944 |
|
2015
Q2 | $14K | Sell |
274
-37
| -12% | -$1.89K | ﹤0.01% | 940 |
|
2015
Q1 | $15K | Buy |
311
+37
| +14% | +$1.79K | ﹤0.01% | 927 |
|
2014
Q4 | $14K | Buy |
274
+47
| +21% | +$2.4K | ﹤0.01% | 944 |
|
2014
Q3 | $10K | Buy |
227
+61
| +37% | +$2.69K | ﹤0.01% | 1072 |
|
2014
Q2 | $7K | Buy |
+166
| New | +$7K | ﹤0.01% | 1143 |
|
2014
Q1 | – | Hold |
0
| – | – | – | 1494 |
|
2013
Q4 | – | Hold |
0
| – | – | – | 1417 |
|