Kelleher Financial Advisors’s Sphere Entertainment SPHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,231
| Closed | -$231K | – | 119 |
|
|
2024
Q3 | $231K | Sell |
5,231
-1,220
| -19% | -$53.9K | 0.09% | 99 |
|
|
2024
Q2 | $226K | Hold |
6,451
| – | – | 0.09% | 99 |
|
|
2024
Q1 | $317K | Hold |
6,451
| – | – | 0.13% | 94 |
|
|
2023
Q4 | $219K | Sell |
6,451
-75
| -1% | -$2.55K | 0.1% | 92 |
|
|
2023
Q3 | $243K | Buy |
+6,526
| New | +$243K | 0.12% | 90 |
|