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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $691K | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $740K | Buy |
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|
2022
Q2 | $847K | Buy |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $699K | Buy |
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|
2021
Q2 | $799K | Buy |
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|
2021
Q1 | $750K | Sell |
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|
2020
Q4 | $681K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $499K | Buy |
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|
2019
Q3 | $266K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $238K | Buy |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | $219K | Sell |
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|
2018
Q1 | $246K | Sell |
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|
2017
Q4 | $303K | Buy |
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|
2017
Q3 | $278K | Sell |
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|
2017
Q2 | $284K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $694K | Buy |
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