Kavar Capital Partners Group’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.79M | Buy |
24,506
+28
| +0.1% | +$2.04K | 0.26% | 83 |
|
2025
Q1 | $1.92M | Buy |
24,478
+31
| +0.1% | +$2.43K | 0.32% | 72 |
|
2024
Q4 | $1.66M | Buy |
24,447
+31
| +0.1% | +$2.1K | 0.28% | 77 |
|
2024
Q3 | $1.64M | Buy |
24,416
+33
| +0.1% | +$2.22K | 0.26% | 81 |
|
2024
Q2 | $1.48M | Sell |
24,383
-2,927
| -11% | -$178K | 0.27% | 78 |
|
2024
Q1 | $1.68M | Buy |
27,310
+11,996
| +78% | +$736K | 0.31% | 76 |
|
2023
Q4 | $955K | Sell |
15,314
-1,667
| -10% | -$104K | 0.11% | 104 |
|
2023
Q3 | $961K | Buy |
16,981
+29
| +0.2% | +$1.64K | 0.21% | 87 |
|
2023
Q2 | $1.08M | Buy |
16,952
+26
| +0.2% | +$1.65K | 0.23% | 85 |
|
2023
Q1 | $1.19M | Sell |
16,926
-1,050
| -6% | -$73.6K | 0.26% | 81 |
|
2022
Q4 | $1.24M | Sell |
17,976
-1,303
| -7% | -$89.7K | 0.29% | 78 |
|
2022
Q3 | $1.2M | Sell |
19,279
-477
| -2% | -$29.7K | 0.31% | 76 |
|
2022
Q2 | $1.47M | Sell |
19,756
-477
| -2% | -$35.5K | 0.34% | 73 |
|
2022
Q1 | $1.45M | Sell |
20,233
-575
| -3% | -$41.3K | 0.31% | 75 |
|
2021
Q4 | $1.36M | Buy |
20,808
+525
| +3% | +$34.2K | 0.28% | 80 |
|
2021
Q3 | $1.24M | Buy |
20,283
+321
| +2% | +$19.6K | 0.28% | 83 |
|
2021
Q2 | $1.44M | Buy |
19,962
+20
| +0.1% | +$1.45K | 0.35% | 78 |
|
2021
Q1 | $1.47M | Buy |
19,942
+1,024
| +5% | +$75.6K | 0.4% | 70 |
|
2020
Q4 | $1.21M | Buy |
18,918
+6,377
| +51% | +$409K | 0.35% | 71 |
|
2020
Q3 | $667K | Buy |
+12,541
| New | +$667K | 0.22% | 85 |
|
2019
Q3 | – | Sell |
-2,193
| Closed | -$184K | – | 405 |
|
2019
Q2 | $184K | Buy |
+2,193
| New | +$184K | 0.07% | 129 |
|
2018
Q3 | – | Sell |
-2,127
| Closed | -$150K | – | 341 |
|
2018
Q2 | $150K | Buy |
2,127
+16
| +0.8% | +$1.13K | 0.08% | 120 |
|
2018
Q1 | $153K | Buy |
+2,111
| New | +$153K | 0.08% | 121 |
|
2016
Q1 | – | Sell |
-1,992
| Closed | -$118K | – | 350 |
|
2015
Q4 | $118K | Buy |
1,992
+2
| +0.1% | +$118 | 0.08% | 124 |
|
2015
Q3 | $108K | Buy |
1,990
+19
| +1% | +$1.03K | 0.08% | 123 |
|
2015
Q2 | $102K | Buy |
+1,971
| New | +$102K | 0.07% | 145 |
|
2014
Q2 | – | Sell |
-1,851
| Closed | -$87K | – | 391 |
|
2014
Q1 | $87K | Buy |
1,851
+18
| +1% | +$846 | 0.07% | 162 |
|
2013
Q4 | $83K | Buy |
+1,833
| New | +$83K | 0.07% | 161 |
|