Nisa Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $952K | Buy |
10,420
+1
| +0% | +$88 | ﹤0.01% | 798 |
|
|
2025
Q4 | $870K | Sell |
10,419
-3,287
| -24% | -$280K | ﹤0.01% | 855 |
|
|
2025
Q3 | $1.13M | Buy |
13,706
+3,052
| +29% | +$232K | ﹤0.01% | 810 |
|
|
2025
Q2 | $786K | Buy |
10,654
+2,779
| +35% | +$208K | ﹤0.01% | 878 |
|
|
2025
Q1 | $622K | Sell |
7,875
-3,507
| -31% | -$256K | ﹤0.01% | 943 |
|
|
2024
Q4 | $781K | Sell |
11,382
-374
| -3% | -$25.1K | ﹤0.01% | 941 |
|
|
2024
Q3 | $800K | Buy |
11,756
+531
| +5% | +$34.5K | ﹤0.01% | 910 |
|
|
2024
Q2 | $691K | Buy |
11,225
+1,375
| +14% | +$83.1K | ﹤0.01% | 978 |
|
|
2024
Q1 | $612K | Buy |
9,850
+1,162
| +13% | +$69.5K | ﹤0.01% | 1014 |
|
|
2023
Q4 | $542K | Sell |
8,688
-4,453
| -34% | -$266K | ﹤0.01% | 1028 |
|
|
2023
Q3 | $744K | Sell |
13,141
-2,249
| -15% | -$136K | 0.01% | 951 |
|
|
2023
Q2 | $976K | Buy |
15,390
+6,641
| +76% | +$446K | 0.01% | 882 |
|
|
2023
Q1 | $614K | Buy |
8,749
+1,825
| +26% | +$129K | ﹤0.01% | 997 |
|
|
2022
Q4 | $477K | Hold |
6,924
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q3 | $432K | Buy |
6,924
+69
| +1% | +$4.93K | ﹤0.01% | 1080 |
|
|
2022
Q2 | $510K | Sell |
6,855
-706
| -9% | -$53.1K | ﹤0.01% | 1050 |
|
|
2022
Q1 | $543K | Sell |
7,561
-20
| -0.3% | -$1.33K | ﹤0.01% | 1054 |
|
|
2021
Q4 | $500K | Sell |
7,581
-3,989
| -34% | -$252K | ﹤0.01% | 1011 |
|
|
2021
Q3 | $708 | Sell |
11,570
-200
| -2% | -$13.7K | ﹤0.01% | 1022 |
|
|
2021
Q2 | $851 | Buy |
11,770
+2,050
| +21% | +$153K | 0.01% | 991 |
|
|
2021
Q1 | $718 | Hold |
9,720
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q4 | $622K | Buy |
9,720
+2,350
| +32% | +$143K | ﹤0.01% | 1093 |
|
|
2020
Q3 | $392K | Sell |
7,370
-5,875
| -44% | -$350K | ﹤0.01% | 1118 |
|
|
2020
Q2 | $870K | Buy |
13,245
+3,567
| +37% | +$254K | 0.01% | 830 |
|
|
2020
Q1 | $721K | Buy |
9,678
+35
| +0.4% | +$2.81K | 0.01% | 806 |
|
|
2019
Q4 | $803K | Sell |
9,643
-3,100
| -24% | -$254K | 0.01% | 952 |
|
|
2019
Q3 | $1.11M | Buy |
12,743
+3,150
| +33% | +$265K | 0.01% | 833 |
|
|
2019
Q2 | $805K | Sell |
9,593
-1,482
| -13% | -$124K | 0.01% | 922 |
|
|
2019
Q1 | $911K | Sell |
11,075
-100
| -0.9% | -$7.8K | 0.01% | 870 |
|
|
2018
Q4 | $828K | Hold |
11,175
| – | – | 0.01% | 838 |
|
|
2018
Q3 | $821K | Hold |
11,175
| – | – | 0.01% | 957 |
|
|
2018
Q2 | $789K | Buy |
11,175
+1,653
| +17% | +$117K | 0.01% | 918 |
|
|
2018
Q1 | $688K | Sell |
9,522
-200
| -2% | -$13.6K | 0.01% | 932 |
|
|
2017
Q4 | $730K | Sell |
9,722
-700
| -7% | -$54.3K | 0.01% | 937 |
|
|
2017
Q3 | $777K | Buy |
10,422
+230
| +2% | +$17.1K | 0.01% | 900 |
|
|
2017
Q2 | $711K | Sell |
10,192
-2,134
| -17% | -$149K | 0.01% | 909 |
|
|
2017
Q1 | $832K | Buy |
12,326
+250
| +2% | +$16.3K | 0.01% | 873 |
|
|
2016
Q4 | $780K | Sell |
12,076
-7,700
| -39% | -$484K | 0.01% | 897 |
|
|
2016
Q3 | $1.26M | Buy |
19,776
+8,400
| +74% | +$562K | 0.02% | 717 |
|
|
2016
Q2 | $805K | Buy |
11,376
+77
| +0.7% | +$5.06K | 0.01% | 838 |
|
|
2016
Q1 | $766K | Hold |
11,299
| – | – | 0.01% | 852 |
|
|
2015
Q4 | $671K | Hold |
11,299
| – | – | 0.01% | 870 |
|
|
2015
Q3 | $616K | Hold |
11,299
| – | – | 0.01% | 894 |
|
|
2015
Q2 | $588K | Buy |
11,299
+99
| +0.9% | +$5.17K | 0.01% | 961 |
|
|
2015
Q1 | $574K | Buy |
11,200
+1,200
| +12% | +$62.9K | 0.01% | 999 |
|
|
2014
Q4 | $532K | Sell |
10,000
-10,000
| -50% | -$503K | 0.01% | 990 |
|
|
2014
Q3 | $928K | Buy |
20,000
+10,000
| +100% | +$480K | 0.01% | 812 |
|
|
2014
Q2 | $486K | Hold |
10,000
| – | – | 0.01% | 1038 |
|
|
2014
Q1 | $472K | Hold |
10,000
| – | – | 0.01% | 1045 |
|
|
2013
Q4 | $455K | Sell |
10,000
-2,400
| -19% | -$110K | 0.01% | 1051 |
|
|
2013
Q3 | $558K | Sell |
12,400
-600
| -5% | -$27.1K | 0.01% | 975 |
|
|
2013
Q2 | $594K | Buy |
+13,000
| New | +$592K | 0.01% | 942 |
|
Other funds holding SR
VPM
VCM
