Meritage Portfolio 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	$2.97M	Sell	40,630 -1,079	-3%	-$78.8K	0.19%	140
2025 Q1	$3.26M	Sell	41,709 -1,136	-3%	-$88.9K	0.22%	132
2024 Q4	$2.91M	Sell	42,845 -3,013	-7%	-$204K	0.18%	138
2024 Q3	$3.09M	Buy	+45,858	New	+$3.09M	0.19%	152