NewEdge 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 | $4.09K | Hold |
56
| – | – | ﹤0.01% | 3461 |
|
|
2025
Q1 | $4.38K | Sell |
56
-22
| -28% | -$1.72K | ﹤0.01% | 3334 |
|
|
2024
Q4 | $5.29K | Hold |
78
| – | – | ﹤0.01% | 3226 |
|
|
2024
Q3 | $5.23K | Sell |
78
-22
| -22% | -$1.48K | ﹤0.01% | 3157 |
|
|
2024
Q2 | $6.1K | Hold |
100
| – | – | ﹤0.01% | 3030 |
|
|
2024
Q1 | $6.13K | Buy |
100
+1
| +1% | +$61 | ﹤0.01% | 3062 |
|
|
2023
Q4 | $6.2K | Hold |
99
| – | – | ﹤0.01% | 3052 |
|
|
2023
Q3 | $5.61K | Buy |
99
+21
| +27% | +$1.19K | ﹤0.01% | 2770 |
|
|
2023
Q2 | $4.94K | Hold |
78
| – | – | ﹤0.01% | 2821 |
|
|
2023
Q1 | $5.45K | Buy |
78
+1
| +1% | +$70 | ﹤0.01% | 2750 |
|
|
2022
Q4 | $5 | Buy |
+77
| New | +$5 | ﹤0.01% | 3817 |
|
|
2016
Q4 | – | Sell |
-4,599
| Closed | -$294K | – | 285 |
|
|
2016
Q3 | $294K | Buy |
+4,599
| New | +$294K | 0.09% | 172 |
|