Geneos Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.6K | Sell |
858
-1,362
| -61% | -$99.4K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $174K | Buy |
2,220
+2,180
| +5,450% | +$171K | ﹤0.01% | 1296 |
|
|
2024
Q4 | $2.71K | Sell |
40
-1,262
| -97% | -$85.6K | ﹤0.01% | 2518 |
|
|
2024
Q3 | $87.6K | Buy |
1,302
+40
| +3% | +$2.69K | ﹤0.01% | 1003 |
|
|
2024
Q2 | $76.6K | Hold |
1,262
| – | – | ﹤0.01% | 940 |
|
|
2024
Q1 | $77.4K | Hold |
1,262
| – | – | ﹤0.01% | 931 |
|
|
2023
Q4 | $78.7K | Sell |
1,262
-400
| -24% | -$24.9K | ﹤0.01% | 910 |
|
|
2023
Q3 | $94K | Sell |
1,662
-350
| -17% | -$19.8K | ﹤0.01% | 890 |
|
|
2023
Q2 | $128K | Hold |
2,012
| – | – | 0.01% | 804 |
|
|
2023
Q1 | $141K | Hold |
2,012
| – | – | 0.01% | 744 |
|
|
2022
Q4 | $139K | Hold |
2,012
| – | – | 0.01% | 743 |
|
|
2022
Q3 | $125K | Hold |
2,012
| – | – | 0.01% | 737 |
|
|
2022
Q2 | $153K | Buy |
2,012
+350
| +21% | +$26.6K | 0.01% | 847 |
|
|
2022
Q1 | $119K | Hold |
1,662
| – | – | 0.01% | 1017 |
|
|
2021
Q4 | $108K | Sell |
1,662
-1
| -0.1% | -$65 | ﹤0.01% | 1133 |
|
|
2021
Q3 | $103K | Hold |
1,663
| – | – | ﹤0.01% | 1164 |
|
|
2021
Q2 | $121K | Buy |
1,663
+432
| +35% | +$31.4K | ﹤0.01% | 1086 |
|
|
2021
Q1 | $92K | Buy |
+1,231
| New | +$92K | ﹤0.01% | 1341 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$49K | – | 2598 |
|
|
2019
Q4 | $49K | Hold |
600
| – | – | ﹤0.01% | 1271 |
|
|
2019
Q3 | $51K | Hold |
600
| – | – | ﹤0.01% | 1176 |
|
|
2019
Q2 | $50K | Hold |
600
| – | – | ﹤0.01% | 1188 |
|
|
2019
Q1 | $49K | Hold |
600
| – | – | ﹤0.01% | 1155 |
|
|
2018
Q4 | $44K | Hold |
600
| – | – | ﹤0.01% | 1160 |
|
|
2018
Q3 | $44K | Hold |
600
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q2 | $42K | Sell |
600
-50
| -8% | -$3.5K | ﹤0.01% | 1128 |
|
|
2018
Q1 | $46K | Hold |
650
| – | – | ﹤0.01% | 1031 |
|
|
2017
Q4 | $48K | Hold |
650
| – | – | ﹤0.01% | 1014 |
|
|
2017
Q3 | $48K | Hold |
650
| – | – | ﹤0.01% | 969 |
|
|
2017
Q2 | $45K | Sell |
650
-100
| -13% | -$6.92K | ﹤0.01% | 962 |
|
|
2017
Q1 | $50K | Sell |
750
-25
| -3% | -$1.67K | 0.01% | 888 |
|
|
2016
Q4 | $50K | Buy |
775
+50
| +7% | +$3.23K | 0.01% | 841 |
|
|
2016
Q3 | $46K | Buy |
725
+425
| +142% | +$27K | 0.01% | 852 |
|
|
2016
Q2 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 1106 |
|