Janney Montgomery Scott’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 | $1.02M | Sell |
11,278
-3,502
| -24% | -$307K | ﹤0.01% | 1644 |
|
|
2025
Q4 | $1.22M | Buy |
14,780
+4,298
| +41% | +$366K | ﹤0.01% | 1620 |
|
|
2025
Q3 | $855K | Sell |
10,482
-201
| -2% | -$15.3K | ﹤0.01% | 1801 |
|
|
2025
Q2 | $780K | Sell |
10,683
-17
| -0.2% | -$1.27K | ﹤0.01% | 1748 |
|
|
2025
Q1 | $837K | Sell |
10,700
-1,455
| -12% | -$106K | ﹤0.01% | 1657 |
|
|
2024
Q4 | $824K | Buy |
12,155
+466
| +4% | +$31.2K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $787K | Buy |
+11,689
| New | +$759K | ﹤0.01% | 1666 |
|
|
2023
Q4 | – | Sell |
-9,674
| Closed | -$547K | – | 2748 |
|
|
2023
Q3 | $547K | Sell |
9,674
-455
| -4% | -$27.6K | ﹤0.01% | 1714 |
|
|
2023
Q2 | $643K | Buy |
10,129
+3,800
| +60% | +$255K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $444K | Buy |
+6,329
| New | +$449K | ﹤0.01% | 1796 |
|
|
2020
Q2 | – | Sell |
-3,813
| Closed | -$284K | – | 2063 |
|
|
2020
Q1 | $284K | Sell |
3,813
-1,345
| -26% | -$108K | ﹤0.01% | 1513 |
|
|
2019
Q4 | $430K | Buy |
5,158
+1,402
| +37% | +$115K | ﹤0.01% | 1506 |
|
|
2019
Q3 | $328K | Buy |
+3,756
| New | +$316K | ﹤0.01% | 1644 |
|
|
2018
Q1 | – | Sell |
-3,914
| Closed | -$294K | – | 2004 |
|
|
2017
Q4 | $294K | Buy |
3,914
+393
| +11% | +$30.5K | ﹤0.01% | 1598 |
|
|
2017
Q3 | $263K | Sell |
3,521
-406
| -10% | -$30.1K | ﹤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% | +$705K | 0.03% | 545 |
|
|
2016
Q4 | $1.3M | Buy |
+20,178
| New | +$1.27M | 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% | -$15.4K | 0.01% | 1124 |
|
|
2015
Q2 | $261K | Sell |
5,015
-164
| -3% | -$8.56K | 0.01% | 1591 |
|
|
2015
Q1 | $265K | Buy |
5,179
+101
| +2% | +$5.3K | ﹤0.01% | 1862 |
|
|
2014
Q4 | $270K | Buy |
+5,078
| New | +$255K | 0.01% | 1766 |
|
Other funds holding SR
VPM
VCM
