IFP 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 | $17.1K | Buy |
234
+173
| +284% | +$12.6K | ﹤0.01% | 2630 |
|
|
2025
Q1 | $4.77K | Hold |
61
| – | – | ﹤0.01% | 2862 |
|
|
2024
Q4 | $4.14K | Buy |
61
+12
| +24% | +$814 | ﹤0.01% | 2863 |
|
|
2024
Q3 | $3.3K | Hold |
49
| – | – | ﹤0.01% | 2790 |
|
|
2024
Q2 | $2.98K | Hold |
49
| – | – | ﹤0.01% | 2731 |
|
|
2024
Q1 | $3.01K | Sell |
49
-45
| -48% | -$2.76K | ﹤0.01% | 2594 |
|
|
2023
Q4 | $5.86K | Hold |
94
| – | – | ﹤0.01% | 2371 |
|
|
2023
Q3 | $5.32K | Buy |
94
+29
| +45% | +$1.64K | ﹤0.01% | 2479 |
|
|
2023
Q2 | $4.12K | Hold |
65
| – | – | ﹤0.01% | 2610 |
|
|
2023
Q1 | $4.58K | Sell |
65
-20
| -24% | -$1.41K | ﹤0.01% | 2603 |
|
|
2022
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 3813 |
|
|
2022
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 4059 |
|
|
2022
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 3829 |
|
|
2022
Q1 | $5K | Buy |
85
+5
| +6% | +$294 | ﹤0.01% | 3829 |
|
|
2021
Q4 | $5K | Buy |
80
+15
| +23% | +$938 | ﹤0.01% | 2468 |
|
|
2021
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 2599 |
|
|
2021
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 2478 |
|
|
2021
Q1 | $5K | Sell |
65
-272
| -81% | -$20.9K | ﹤0.01% | 2410 |
|
|
2020
Q4 | $22K | Buy |
337
+16
| +5% | +$1.05K | ﹤0.01% | 1761 |
|
|
2020
Q3 | $16K | Buy |
321
+64
| +25% | +$3.19K | ﹤0.01% | 1735 |
|
|
2020
Q2 | $17K | Sell |
257
-37
| -13% | -$2.45K | ﹤0.01% | 1617 |
|
|
2020
Q1 | $23K | Hold |
294
| – | – | ﹤0.01% | 1429 |
|
|
2019
Q4 | $25K | Hold |
294
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q3 | $26K | Buy |
+294
| New | +$26K | ﹤0.01% | 1651 |
|
|
2019
Q1 | – | Sell |
-310
| Closed | -$23K | – | 3277 |
|
|
2018
Q4 | $23K | Sell |
310
-71
| -19% | -$5.27K | ﹤0.01% | 2031 |
|
|
2018
Q3 | $28K | Hold |
381
| – | – | ﹤0.01% | 2237 |
|
|
2018
Q2 | $27K | Sell |
381
-34
| -8% | -$2.41K | ﹤0.01% | 2270 |
|
|
2018
Q1 | $31K | Hold |
415
| – | – | ﹤0.01% | 2111 |
|
|
2017
Q4 | $31K | Sell |
415
-6,869
| -94% | -$513K | ﹤0.01% | 2106 |
|
|
2017
Q3 | $544K | Buy |
7,284
+93
| +1% | +$6.95K | 0.02% | 659 |
|
|
2017
Q2 | $502K | Hold |
7,191
| – | – | 0.02% | 677 |
|
|
2017
Q1 | $485K | Buy |
7,191
+170
| +2% | +$11.5K | 0.02% | 693 |
|
|
2016
Q4 | $453K | Sell |
7,021
-99
| -1% | -$6.39K | 0.02% | 655 |
|
|
2016
Q3 | $454K | Buy |
7,120
+84
| +1% | +$5.36K | 0.02% | 599 |
|
|
2016
Q2 | $498K | Buy |
+7,036
| New | +$498K | 0.03% | 544 |
|
|
2016
Q1 | – | Sell |
-7,036
| Closed | -$418K | – | 3318 |
|
|
2015
Q4 | $418K | Buy |
+7,036
| New | +$418K | 0.03% | 542 |
|