Kingsview Wealth Management’s Spire SR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Buy	+32,815	New	+$2.4M	0.04%	400
2025 Q1	–	Sell	-46,177	Closed	-$3.13M	–	1176
2024 Q4	$3.13M	Buy	+46,177	New	+$3.13M	0.06%	293