Jones Financial Companies’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $673K | Buy |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $84.1K | Buy |
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|
2023
Q3 | $58.6K | Sell |
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|
2023
Q2 | $77.8K | Sell |
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|
2023
Q1 | $760K | Buy |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $109K | Sell |
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|
2022
Q1 | $173K | Buy |
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|
2021
Q4 | $128K | Buy |
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|
2021
Q3 | $77K | Sell |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q4 | $55K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Buy |
|