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