LPL Financial’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 | $1.32M | Sell |
14,614
-1,694
| -10% | -$149K | ﹤0.01% | 3901 |
|
|
2025
Q4 | $1.35M | Buy |
16,308
+176
| +1% | +$15K | ﹤0.01% | 3769 |
|
|
2025
Q3 | $1.32M | Buy |
16,132
+957
| +6% | +$72.8K | ﹤0.01% | 3736 |
|
|
2025
Q2 | $1.11M | Sell |
15,175
-150
| -1% | -$11.2K | ﹤0.01% | 3663 |
|
|
2025
Q1 | $1.2M | Sell |
15,325
-1,390
| -8% | -$102K | ﹤0.01% | 3403 |
|
|
2024
Q4 | $1.13M | Buy |
16,715
+1,573
| +10% | +$105K | ﹤0.01% | 3392 |
|
|
2024
Q3 | $1.02M | Buy |
15,142
+362
| +2% | +$23.5K | ﹤0.01% | 3384 |
|
|
2024
Q2 | $898K | Buy |
14,780
+3,790
| +34% | +$229K | ﹤0.01% | 3356 |
|
|
2024
Q1 | $674K | Sell |
10,990
-87
| -0.8% | -$5.2K | ﹤0.01% | 3520 |
|
|
2023
Q4 | $691K | Buy |
11,077
+1,119
| +11% | +$66.8K | ﹤0.01% | 3387 |
|
|
2023
Q3 | $563K | Buy |
9,958
+372
| +4% | +$22.6K | ﹤0.01% | 3388 |
|
|
2023
Q2 | $608K | Buy |
9,586
+791
| +9% | +$53.1K | ﹤0.01% | 3267 |
|
|
2023
Q1 | $617K | Buy |
8,795
+592
| +7% | +$42K | ﹤0.01% | 3155 |
|
|
2022
Q4 | $565K | Sell |
8,203
-3,675
| -31% | -$250K | ﹤0.01% | 3142 |
|
|
2022
Q3 | $740K | Buy |
11,878
+494
| +4% | +$35.3K | ﹤0.01% | 2783 |
|
|
2022
Q2 | $847K | Buy |
11,384
+582
| +5% | +$43.8K | ﹤0.01% | 2718 |
|
|
2022
Q1 | $775K | Sell |
10,802
-240
| -2% | -$15.9K | ﹤0.01% | 2829 |
|
|
2021
Q4 | $720K | Sell |
11,042
-377
| -3% | -$23.8K | ﹤0.01% | 2959 |
|
|
2021
Q3 | $699K | Buy |
11,419
+361
| +3% | +$24.7K | ﹤0.01% | 2909 |
|
|
2021
Q2 | $799K | Buy |
11,058
+906
| +9% | +$67.5K | ﹤0.01% | 2756 |
|
|
2021
Q1 | $750K | Sell |
10,152
-486
| -5% | -$32.4K | ﹤0.01% | 2667 |
|
|
2020
Q4 | $681K | Buy |
10,638
+1,544
| +17% | +$94.1K | ﹤0.01% | 2489 |
|
|
2020
Q3 | $484K | Buy |
9,094
+3,301
| +57% | +$197K | ﹤0.01% | 2496 |
|
|
2020
Q2 | $381K | Buy |
5,793
+1,281
| +28% | +$91.3K | ﹤0.01% | 2646 |
|
|
2020
Q1 | $336K | Sell |
4,512
-1,473
| -25% | -$118K | ﹤0.01% | 2404 |
|
|
2019
Q4 | $499K | Buy |
5,985
+2,936
| +96% | +$240K | ﹤0.01% | 2372 |
|
|
2019
Q3 | $266K | Buy |
+3,049
| New | +$257K | ﹤0.01% | 2779 |
|
|
2019
Q1 | – | Sell |
-3,219
| Closed | -$238K | – | 3242 |
|
|
2018
Q4 | $238K | Buy |
3,219
+13
| +0.4% | +$983 | ﹤0.01% | 2669 |
|
|
2018
Q3 | $236K | Buy |
3,206
+105
| +3% | +$7.76K | ﹤0.01% | 2869 |
|
|
2018
Q2 | $219K | Sell |
3,101
-296
| -9% | -$20.9K | ﹤0.01% | 2920 |
|
|
2018
Q1 | $246K | Sell |
3,397
-634
| -16% | -$43.2K | ﹤0.01% | 2797 |
|
|
2017
Q4 | $303K | Buy |
4,031
+304
| +8% | +$23.6K | ﹤0.01% | 2489 |
|
|
2017
Q3 | $278K | Sell |
3,727
-346
| -8% | -$25.7K | ﹤0.01% | 2427 |
|
|
2017
Q2 | $284K | Buy |
+4,073
| New | +$285K | ﹤0.01% | 2335 |
|
|
2017
Q1 | – | Sell |
-10,779
| Closed | -$694K | – | 2794 |
|
|
2016
Q4 | $694K | Buy |
+10,779
| New | +$678K | 0.01% | 1457 |
|
Other funds holding SR
VPM
VCM
