HighTower Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $552K | Buy |
6,092
+1,715
| +39% | +$150K | ﹤0.01% | 2635 |
|
|
2025
Q4 | $362K | Sell |
4,377
-744
| -15% | -$63.4K | ﹤0.01% | 2887 |
|
|
2025
Q3 | $418K | Buy |
5,121
+281
| +6% | +$21.4K | ﹤0.01% | 2758 |
|
|
2025
Q2 | $353K | Sell |
4,840
-464
| -9% | -$34.7K | ﹤0.01% | 2785 |
|
|
2025
Q1 | $415K | Buy |
+5,304
| New | +$388K | ﹤0.01% | 2610 |
|
|
2024
Q3 | – | Sell |
-4,687
| Closed | -$285K | – | 3967 |
|
|
2024
Q2 | $285K | Sell |
4,687
-581
| -11% | -$35.1K | ﹤0.01% | 2754 |
|
|
2024
Q1 | $322K | Sell |
5,268
-297
| -5% | -$17.8K | ﹤0.01% | 2622 |
|
|
2023
Q4 | $344K | Sell |
5,565
-1,046
| -16% | -$62.4K | ﹤0.01% | 2603 |
|
|
2023
Q3 | $379K | Buy |
6,611
+1,353
| +26% | +$82.1K | ﹤0.01% | 2418 |
|
|
2023
Q2 | $335K | Sell |
5,258
-813
| -13% | -$54.6K | ﹤0.01% | 2488 |
|
|
2023
Q1 | $423K | Sell |
6,071
-1,392
| -19% | -$98.7K | ﹤0.01% | 2223 |
|
|
2022
Q4 | $515K | Buy |
7,463
+1,183
| +19% | +$80.5K | ﹤0.01% | 2116 |
|
|
2022
Q3 | $388K | Buy |
6,280
+1,113
| +22% | +$79.6K | ﹤0.01% | 2189 |
|
|
2022
Q2 | $386K | Sell |
5,167
-426
| -8% | -$32K | ﹤0.01% | 2210 |
|
|
2022
Q1 | $402K | Buy |
5,593
+736
| +15% | +$48.8K | ﹤0.01% | 2329 |
|
|
2021
Q4 | $318K | Buy |
4,857
+317
| +7% | +$20K | ﹤0.01% | 2449 |
|
|
2021
Q3 | $277K | Buy |
4,540
+495
| +12% | +$33.9K | ﹤0.01% | 2468 |
|
|
2021
Q2 | $292K | Sell |
4,045
-209
| -5% | -$15.6K | ﹤0.01% | 2391 |
|
|
2021
Q1 | $314K | Buy |
+4,254
| New | +$284K | ﹤0.01% | 2273 |
|
|
2020
Q2 | – | Sell |
-2,911
| Closed | -$216K | – | 2532 |
|
|
2020
Q1 | $216K | Buy |
2,911
+208
| +8% | +$16.7K | ﹤0.01% | 1747 |
|
|
2019
Q4 | $226K | Buy |
2,703
+117
| +5% | +$9.58K | ﹤0.01% | 1896 |
|
|
2019
Q3 | $226K | Sell |
2,586
-183
| -7% | -$15.4K | ﹤0.01% | 1990 |
|
|
2019
Q2 | $234K | Buy |
+2,769
| New | +$232K | ﹤0.01% | 1953 |
|
|
2017
Q2 | – | Sell |
-88,732
| Closed | -$5.99M | – | 2317 |
|
|
2017
Q1 | $5.99M | Buy |
+88,732
| New | +$5.77M | 0.06% | 371 |
|
Other funds holding SR
VPM
VCM
