Morgan Stanley’s Spire SR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.4M | Buy |
718,434
+26,192
| +4% | +$1.91M | ﹤0.01% | 1882 |
|
2025
Q1 | $54.2M | Sell |
692,242
-76,282
| -10% | -$5.97M | ﹤0.01% | 1745 |
|
2024
Q4 | $52.1M | Sell |
768,524
-196,290
| -20% | -$13.3M | ﹤0.01% | 1804 |
|
2024
Q3 | $64.9M | Buy |
964,814
+240,404
| +33% | +$16.2M | ﹤0.01% | 1593 |
|
2024
Q2 | $44M | Buy |
724,410
+317,688
| +78% | +$19.3M | ﹤0.01% | 1872 |
|
2024
Q1 | $25M | Sell |
406,722
-1,244,428
| -75% | -$76.4M | ﹤0.01% | 2456 |
|
2023
Q4 | $103M | Buy |
1,651,150
+219,890
| +15% | +$13.7M | ﹤0.01% | 1692 |
|
2023
Q3 | $81M | Buy |
1,431,260
+742,231
| +108% | +$42M | 0.01% | 1201 |
|
2023
Q2 | $43.7M | Buy |
689,029
+136,453
| +25% | +$8.66M | ﹤0.01% | 1691 |
|
2023
Q1 | $38.8M | Buy |
552,576
+22,703
| +4% | +$1.59M | ﹤0.01% | 1786 |
|
2022
Q4 | $36.5M | Sell |
529,873
-70,789
| -12% | -$4.87M | ﹤0.01% | 1774 |
|
2022
Q3 | $37.4M | Buy |
600,662
+56,127
| +10% | +$3.5M | 0.01% | 1553 |
|
2022
Q2 | $40.5M | Buy |
544,535
+403,912
| +287% | +$30M | 0.01% | 1561 |
|
2022
Q1 | $10.1M | Sell |
140,623
-33,178
| -19% | -$2.38M | ﹤0.01% | 2899 |
|
2021
Q4 | $11.3M | Buy |
173,801
+58,139
| +50% | +$3.79M | ﹤0.01% | 2818 |
|
2021
Q3 | $7.08M | Sell |
115,662
-39,458
| -25% | -$2.41M | ﹤0.01% | 3320 |
|
2021
Q2 | $11.2M | Buy |
155,120
+55,164
| +55% | +$3.99M | ﹤0.01% | 2848 |
|
2021
Q1 | $7.39M | Sell |
99,956
-9,719
| -9% | -$718K | ﹤0.01% | 2989 |
|
2020
Q4 | $7.02M | Buy |
109,675
+56,089
| +105% | +$3.59M | ﹤0.01% | 2894 |
|
2020
Q3 | $2.85M | Sell |
53,586
-21,618
| -29% | -$1.15M | ﹤0.01% | 3311 |
|
2020
Q2 | $4.94M | Buy |
75,204
+10,417
| +16% | +$685K | ﹤0.01% | 2685 |
|
2020
Q1 | $4.83M | Sell |
64,787
-96,863
| -60% | -$7.21M | ﹤0.01% | 2500 |
|
2019
Q4 | $13.5M | Buy |
161,650
+78,538
| +94% | +$6.54M | ﹤0.01% | 2075 |
|
2019
Q3 | $7.25M | Sell |
83,112
-13,102
| -14% | -$1.14M | ﹤0.01% | 2461 |
|
2019
Q2 | $8.07M | Buy |
96,214
+13,045
| +16% | +$1.09M | ﹤0.01% | 2393 |
|
2019
Q1 | $6.84M | Sell |
83,169
-193,138
| -70% | -$15.9M | ﹤0.01% | 2404 |
|
2018
Q4 | $20.5M | Sell |
276,307
-97,244
| -26% | -$7.2M | 0.01% | 1433 |
|
2018
Q3 | $27.5M | Buy |
373,551
+4,313
| +1% | +$317K | 0.01% | 1400 |
|
2018
Q2 | $26.1M | Buy |
369,238
+179,828
| +95% | +$12.7M | 0.01% | 1395 |
|
2018
Q1 | $13.7M | Sell |
189,410
-255,214
| -57% | -$18.5M | ﹤0.01% | 2042 |
|
2017
Q4 | $33.4M | Buy |
444,624
+287,672
| +183% | +$21.6M | 0.01% | 1251 |
|
2017
Q3 | $11.7M | Sell |
156,952
-93,630
| -37% | -$6.99M | ﹤0.01% | 2120 |
|
2017
Q2 | $17.5M | Buy |
250,582
+84,689
| +51% | +$5.91M | 0.01% | 1652 |
|
2017
Q1 | $11.2M | Sell |
165,893
-254,625
| -61% | -$17.2M | ﹤0.01% | 2078 |
|
2016
Q4 | $27.1M | Buy |
420,518
+218,378
| +108% | +$14.1M | 0.01% | 1279 |
|
2016
Q3 | $12.9M | Buy |
202,140
+114,609
| +131% | +$7.31M | ﹤0.01% | 1793 |
|
2016
Q2 | $6.2M | Sell |
87,531
-18,439
| -17% | -$1.31M | ﹤0.01% | 2409 |
|
2016
Q1 | $7.18M | Buy |
105,970
+5,826
| +6% | +$395K | ﹤0.01% | 2170 |
|
2015
Q4 | $5.95M | Buy |
100,144
+49
| +0% | +$2.91K | ﹤0.01% | 2496 |
|
2015
Q3 | $5.46M | Sell |
100,095
-12,160
| -11% | -$663K | ﹤0.01% | 2579 |
|
2015
Q2 | $5.84M | Sell |
112,255
-62,424
| -36% | -$3.25M | ﹤0.01% | 2647 |
|
2015
Q1 | $8.95M | Buy |
174,679
+29,490
| +20% | +$1.51M | ﹤0.01% | 2167 |
|
2014
Q4 | $7.73M | Sell |
145,189
-71,316
| -33% | -$3.79M | ﹤0.01% | 2315 |
|
2014
Q3 | $10M | Sell |
216,505
-7,599
| -3% | -$353K | ﹤0.01% | 2010 |
|
2014
Q2 | $10.9M | Buy |
224,104
+133,170
| +146% | +$6.47M | ﹤0.01% | 1955 |
|
2014
Q1 | $4.29M | Buy |
90,934
+1,009
| +1% | +$47.6K | ﹤0.01% | 2721 |
|
2013
Q4 | $4.1M | Buy |
89,925
+941
| +1% | +$42.9K | ﹤0.01% | 2758 |
|
2013
Q3 | $4M | Sell |
88,984
-2,936
| -3% | -$132K | ﹤0.01% | 2643 |
|
2013
Q2 | $4.2M | Buy |
+91,920
| New | +$4.2M | ﹤0.01% | 2500 |
|