HighTower Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
4,840
-464
| -9% | -$33.9K | ﹤0.01% | 2776 |
|
|
2025
Q1 | $415K | Buy |
+5,304
| New | +$415K | ﹤0.01% | 2597 |
|
|
2024
Q3 | – | Sell |
-4,687
| Closed | -$285K | – | 3576 |
|
|
2024
Q2 | $285K | Sell |
4,687
-581
| -11% | -$35.3K | ﹤0.01% | 2740 |
|
|
2024
Q1 | $322K | Sell |
5,268
-297
| -5% | -$18.2K | ﹤0.01% | 2609 |
|
|
2023
Q4 | $344K | Sell |
5,565
-1,046
| -16% | -$64.7K | ﹤0.01% | 2586 |
|
|
2023
Q3 | $379K | Buy |
6,611
+1,353
| +26% | +$77.6K | ﹤0.01% | 2408 |
|
|
2023
Q2 | $335K | Sell |
5,258
-813
| -13% | -$51.8K | ﹤0.01% | 2479 |
|
|
2023
Q1 | $423K | Sell |
6,071
-1,392
| -19% | -$97K | ﹤0.01% | 2210 |
|
|
2022
Q4 | $515K | Buy |
7,463
+1,183
| +19% | +$81.6K | ﹤0.01% | 2098 |
|
|
2022
Q3 | $388K | Buy |
6,280
+1,113
| +22% | +$68.8K | ﹤0.01% | 2175 |
|
|
2022
Q2 | $386K | Sell |
5,167
-426
| -8% | -$31.8K | ﹤0.01% | 2193 |
|
|
2022
Q1 | $402K | Buy |
5,593
+736
| +15% | +$52.9K | ﹤0.01% | 2312 |
|
|
2021
Q4 | $318K | Buy |
4,857
+317
| +7% | +$20.8K | ﹤0.01% | 2432 |
|
|
2021
Q3 | $277K | Buy |
4,540
+495
| +12% | +$30.2K | ﹤0.01% | 2457 |
|
|
2021
Q2 | $292K | Sell |
4,045
-209
| -5% | -$15.1K | ﹤0.01% | 2382 |
|
|
2021
Q1 | $314K | Buy |
+4,254
| New | +$314K | ﹤0.01% | 2266 |
|
|
2020
Q2 | – | Sell |
-2,911
| Closed | -$216K | – | 2295 |
|
|
2020
Q1 | $216K | Buy |
2,911
+208
| +8% | +$15.4K | ﹤0.01% | 1727 |
|
|
2019
Q4 | $226K | Buy |
2,703
+117
| +5% | +$9.78K | ﹤0.01% | 1885 |
|
|
2019
Q3 | $226K | Sell |
2,586
-183
| -7% | -$16K | ﹤0.01% | 1984 |
|
|
2019
Q2 | $234K | Buy |
+2,769
| New | +$234K | ﹤0.01% | 1942 |
|
|
2017
Q2 | – | Sell |
-88,732
| Closed | -$5.99M | – | 2162 |
|
|
2017
Q1 | $5.99M | Buy |
+88,732
| New | +$5.99M | 0.06% | 371 |
|