Mutual Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
10,346
-17
| -0.2% | -$1.3K | 0.02% | 605 |
|
|
2025
Q1 | $798K | Sell |
10,363
-3,337
| -24% | -$257K | 0.02% | 536 |
|
|
2024
Q4 | $941K | Buy |
13,700
+3,836
| +39% | +$264K | 0.03% | 495 |
|
|
2024
Q3 | $647K | Buy |
9,864
+2,158
| +28% | +$142K | 0.02% | 620 |
|
|
2024
Q2 | $518K | Buy |
7,706
+3,502
| +83% | +$236K | 0.02% | 683 |
|
|
2024
Q1 | $258K | Sell |
4,204
-2,230
| -35% | -$137K | 0.01% | 932 |
|
|
2023
Q4 | $401K | Buy |
+6,434
| New | +$401K | 0.01% | 715 |
|
|
2023
Q3 | – | Sell |
-3,155
| Closed | -$200K | – | 1042 |
|
|
2023
Q2 | $200K | Sell |
3,155
-248
| -7% | -$15.7K | 0.01% | 950 |
|
|
2023
Q1 | $239K | Buy |
3,403
+9
| +0.3% | +$631 | 0.01% | 853 |
|
|
2022
Q4 | $234K | Buy |
+3,394
| New | +$234K | 0.01% | 821 |
|
|
2021
Q2 | – | Sell |
-3,073
| Closed | -$227K | – | 850 |
|
|
2021
Q1 | $227K | Buy |
+3,073
| New | +$227K | 0.02% | 695 |
|