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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.22M | Buy |
24,458
+782
| +3% | +$68.6K | ﹤0.01% | 1387 |
|
|
2025
Q4 | $1.96M | Buy |
23,676
+3,192
| +16% | +$272K | ﹤0.01% | 958 |
|
|
2025
Q3 | $1.65M | Buy |
20,484
+2,431
| +13% | +$185K | ﹤0.01% | 923 |
|
|
2025
Q2 | $1.32M | Buy |
18,053
+3,585
| +25% | +$268K | ﹤0.01% | 906 |
|
|
2025
Q1 | $1.13M | Buy |
14,468
+4,546
| +46% | +$332K | ﹤0.01% | 811 |
|
|
2024
Q4 | $673K | Buy |
9,922
+4,744
| +92% | +$318K | ﹤0.01% | 873 |
|
|
2024
Q3 | $348K | Buy |
5,178
+1,566
| +43% | +$102K | ﹤0.01% | 948 |
|
|
2024
Q2 | $219K | Buy |
3,612
+1,301
| +56% | +$78.6K | ﹤0.01% | 805 |
|
|
2024
Q1 | $142K | Buy |
2,311
+962
| +71% | +$57.5K | ﹤0.01% | 524 |
|
|
2023
Q4 | $84.1K | Buy |
1,349
+313
| +30% | +$18.7K | ﹤0.01% | 421 |
|
|
2023
Q3 | $58.6K | Sell |
1,036
-191
| -16% | -$11.6K | ﹤0.01% | 352 |
|
|
2023
Q2 | $77.8K | Sell |
1,227
-9,614
| -89% | -$645K | ﹤0.01% | 327 |
|
|
2023
Q1 | $760K | Buy |
10,841
+9,375
| +639% | +$665K | ﹤0.01% | 194 |
|
|
2022
Q4 | $101K | Hold |
1,466
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $91K | Hold |
1,466
| – | – | ﹤0.01% | 290 |
|
|
2022
Q2 | $109K | Sell |
1,466
-941
| -39% | -$70.8K | ﹤0.01% | 278 |
|
|
2022
Q1 | $173K | Buy |
2,407
+443
| +23% | +$29.4K | ﹤0.01% | 261 |
|
|
2021
Q4 | $128K | Buy |
1,964
+710
| +57% | +$44.9K | ﹤0.01% | 291 |
|
|
2021
Q3 | $77K | Sell |
1,254
-163
| -12% | -$11.2K | ﹤0.01% | 289 |
|
|
2021
Q2 | $102K | Buy |
1,417
+131
| +10% | +$9.76K | ﹤0.01% | 263 |
|
|
2021
Q1 | $95K | Buy |
1,286
+424
| +49% | +$28.3K | ﹤0.01% | 281 |
|
|
2020
Q4 | $55K | Buy |
+862
| New | +$52.5K | ﹤0.01% | 287 |
|
|
2018
Q4 | – | Sell |
-3,143
| Closed | -$231K | – | 214 |
|
|
2018
Q3 | $231K | Buy |
+3,143
| New | +$232K | ﹤0.01% | 196 |
|
Other funds holding SR
VPM
VCM
