Global Financial Private Client’s Spire SR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8
Closed -$626 1398
2025
Q1
$626 Buy
8
+6
+300% +$470 ﹤0.01% 1204
2024
Q4
$136 Buy
+2
New +$136 ﹤0.01% 1405