HFR 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 | $222K | Hold |
3,046
| – | – | 0.05% | 49 |
|
|
2025
Q1 | $238K | Hold |
3,046
| – | – | 0.06% | 51 |
|
|
2024
Q4 | $207K | Hold |
3,046
| – | – | 0.05% | 51 |
|
|
2024
Q3 | $205K | Buy |
+3,046
| New | +$205K | 0.05% | 52 |
|
|
2023
Q2 | – | Sell |
-3,046
| Closed | -$214K | – | 61 |
|
|
2023
Q1 | $214K | Hold |
3,046
| – | – | 0.06% | 58 |
|
|
2022
Q4 | $210K | Buy |
+3,046
| New | +$210K | 0.06% | 60 |
|
|
2022
Q3 | – | Sell |
-3,046
| Closed | -$227K | – | 60 |
|
|
2022
Q2 | $227K | Sell |
3,046
-30
| -1% | -$2.24K | 0.07% | 53 |
|
|
2022
Q1 | $221K | Sell |
3,076
-108
| -3% | -$7.76K | 0.06% | 60 |
|
|
2021
Q4 | $208K | Buy |
+3,184
| New | +$208K | 0.05% | 64 |
|