LRI Investments’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.8K | Sell |
244
-58
| -19% | -$4.23K | ﹤0.01% | 731 |
|
2025
Q1 | $23.6K | Sell |
302
-107
| -26% | -$8.37K | ﹤0.01% | 645 |
|
2024
Q4 | $27.7K | Sell |
409
-17
| -4% | -$1.15K | ﹤0.01% | 616 |
|
2024
Q3 | $28.1K | Sell |
426
-140
| -25% | -$9.23K | ﹤0.01% | 598 |
|
2024
Q2 | $34.4K | Buy |
+566
| New | +$34.4K | ﹤0.01% | 525 |
|