Global Retirement Partners’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Buy |
+303
| New | +$22.1K | ﹤0.01% | 2242 |
|
|
2024
Q4 | $11.1K | Buy |
164
+4
| +3% | +$271 | ﹤0.01% | 2361 |
|
|
2024
Q3 | $10.8K | Hold |
160
| – | – | ﹤0.01% | 2269 |
|
|
2024
Q2 | $9.72K | Hold |
160
| – | – | ﹤0.01% | 2334 |
|
|
2024
Q1 | $9.82K | Sell |
160
-5
| -3% | -$307 | ﹤0.01% | 2134 |
|
|
2023
Q4 | $9.73K | Sell |
165
-866
| -84% | -$51.1K | ﹤0.01% | 2077 |
|
|
2023
Q3 | $57.5K | Sell |
1,031
-17
| -2% | -$947 | ﹤0.01% | 1205 |
|
|
2023
Q2 | $66.5K | Sell |
1,048
-580
| -36% | -$36.8K | ﹤0.01% | 1135 |
|
|
2023
Q1 | $110K | Buy |
1,628
+1,579
| +3,222% | +$107K | 0.01% | 875 |
|
|
2022
Q4 | $3.37K | Hold |
49
| – | – | ﹤0.01% | 2158 |
|
|
2022
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 2152 |
|
|
2022
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 2002 |
|
|
2022
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 1998 |
|
|
2021
Q1 | – | Sell |
-94
| Closed | -$6K | – | 1881 |
|
|
2020
Q4 | $6K | Buy |
94
+1
| +1% | +$64 | ﹤0.01% | 1410 |
|
|
2020
Q3 | $5K | Buy |
93
+14
| +18% | +$753 | ﹤0.01% | 1335 |
|
|
2020
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q1 | $6K | Buy |
79
+34
| +76% | +$2.58K | ﹤0.01% | 1185 |
|
|
2019
Q4 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 1391 |
|