Larson Financial 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 | $47.6K | Buy |
652
+69
| +12% | +$5.04K | ﹤0.01% | 1085 |
|
|
2025
Q1 | $45.6K | Buy |
583
+44
| +8% | +$3.44K | ﹤0.01% | 1058 |
|
|
2024
Q4 | $36.5K | Hold |
539
| – | – | ﹤0.01% | 995 |
|
|
2024
Q3 | $36.2K | Buy |
539
+501
| +1,318% | +$33.7K | ﹤0.01% | 992 |
|
|
2024
Q2 | $2.32K | Buy |
38
+7
| +23% | +$428 | ﹤0.01% | 1569 |
|
|
2024
Q1 | $1.9K | Sell |
31
-238
| -88% | -$14.6K | ﹤0.01% | 1360 |
|
|
2023
Q4 | $16.7K | Sell |
269
-126
| -32% | -$7.85K | ﹤0.01% | 896 |
|
|
2023
Q3 | $22.3K | Sell |
395
-697
| -64% | -$39.4K | ﹤0.01% | 791 |
|
|
2023
Q2 | $69.3K | Buy |
1,092
+537
| +97% | +$34.1K | 0.01% | 484 |
|
|
2023
Q1 | $38.9K | Hold |
555
| – | – | ﹤0.01% | 600 |
|
|
2022
Q4 | $38.2K | Hold |
555
| – | – | ﹤0.01% | 573 |
|
|
2022
Q3 | $35K | Hold |
555
| – | – | 0.01% | 528 |
|
|
2022
Q2 | $41K | Hold |
555
| – | – | 0.01% | 410 |
|
|
2022
Q1 | $40K | Hold |
555
| – | – | 0.01% | 412 |
|
|
2021
Q4 | $36K | Buy |
555
+296
| +114% | +$19.2K | 0.01% | 443 |
|
|
2021
Q3 | $16K | Hold |
259
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $19K | Hold |
259
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $19K | Hold |
259
| – | – | 0.01% | 427 |
|
|
2020
Q4 | $17K | Buy |
259
+21
| +9% | +$1.38K | 0.01% | 405 |
|
|
2020
Q3 | $13K | Hold |
238
| – | – | 0.01% | 399 |
|
|
2020
Q2 | $16K | Hold |
238
| – | – | 0.01% | 314 |
|
|
2020
Q1 | $18K | Hold |
238
| – | – | 0.01% | 234 |
|
|
2019
Q4 | $20K | Hold |
238
| – | – | 0.01% | 223 |
|
|
2019
Q3 | $21K | Hold |
238
| – | – | 0.01% | 217 |
|
|
2019
Q2 | $20K | Hold |
238
| – | – | 0.01% | 187 |
|
|
2019
Q1 | $20K | Hold |
238
| – | – | 0.02% | 171 |
|
|
2018
Q4 | $18K | Buy |
+238
| New | +$18K | 0.02% | 173 |
|