Janney Montgomery Scott’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
10,683
-17
| -0.2% | -$1.24K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $837K | Sell |
10,700
-1,455
| -12% | -$114K | ﹤0.01% | 1657 |
|
|
2024
Q4 | $824K | Buy |
12,155
+466
| +4% | +$31.6K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $787K | Buy |
+11,689
| New | +$787K | ﹤0.01% | 1666 |
|
|
2023
Q4 | – | Sell |
-9,674
| Closed | -$547K | – | 2748 |
|
|
2023
Q3 | $547K | Sell |
9,674
-455
| -4% | -$25.7K | ﹤0.01% | 1714 |
|
|
2023
Q2 | $643K | Buy |
10,129
+3,800
| +60% | +$241K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $444K | Buy |
+6,329
| New | +$444K | ﹤0.01% | 1796 |
|
|
2020
Q2 | – | Sell |
-3,813
| Closed | -$284K | – | 2063 |
|
|
2020
Q1 | $284K | Sell |
3,813
-1,345
| -26% | -$100K | ﹤0.01% | 1513 |
|
|
2019
Q4 | $430K | Buy |
5,158
+1,402
| +37% | +$117K | ﹤0.01% | 1506 |
|
|
2019
Q3 | $328K | Buy |
+3,756
| New | +$328K | ﹤0.01% | 1644 |
|
|
2018
Q1 | – | Sell |
-3,914
| Closed | -$294K | – | 2004 |
|
|
2017
Q4 | $294K | Buy |
3,914
+393
| +11% | +$29.5K | ﹤0.01% | 1598 |
|
|
2017
Q3 | $263K | Sell |
3,521
-406
| -10% | -$30.3K | ﹤0.01% | 1568 |
|
|
2017
Q2 | $274K | Sell |
3,927
-27,083
| -87% | -$1.89M | ﹤0.01% | 1477 |
|
|
2017
Q1 | $2.09M | Buy |
31,010
+10,832
| +54% | +$731K | 0.03% | 545 |
|
|
2016
Q4 | $1.3M | Buy |
+20,178
| New | +$1.3M | 0.02% | 661 |
|
|
2016
Q1 | – | Sell |
-4,725
| Closed | -$281K | – | 1403 |
|
|
2015
Q4 | $281K | Hold |
4,725
| – | – | 0.01% | 1080 |
|
|
2015
Q3 | $258K | Sell |
4,725
-290
| -6% | -$15.8K | 0.01% | 1124 |
|
|
2015
Q2 | $261K | Sell |
5,015
-164
| -3% | -$8.54K | 0.01% | 1591 |
|
|
2015
Q1 | $265K | Buy |
5,179
+101
| +2% | +$5.17K | ﹤0.01% | 1862 |
|
|
2014
Q4 | $270K | Buy |
+5,078
| New | +$270K | 0.01% | 1766 |
|