Northwestern Mutual Wealth Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6K | Buy |
611
+557
| +1,031% | +$40.7K | ﹤0.01% | 2307 |
|
|
2025
Q1 | $4.23K | Hold |
54
| – | – | ﹤0.01% | 2990 |
|
|
2024
Q4 | $3.66K | Buy |
+54
| New | +$3.66K | ﹤0.01% | 3032 |
|
|
2024
Q2 | – | Sell |
-1,483
| Closed | -$91K | – | 3803 |
|
|
2024
Q1 | $91K | Hold |
1,483
| – | – | ﹤0.01% | 1841 |
|
|
2023
Q4 | $92.5K | Buy |
+1,483
| New | +$92.5K | ﹤0.01% | 1812 |
|
|
2022
Q4 | – | Sell |
-155
| Closed | -$10K | – | 3463 |
|
|
2022
Q3 | $10K | Buy |
155
+135
| +675% | +$8.71K | ﹤0.01% | 2474 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2947 |
|
|
2022
Q1 | $1K | Sell |
20
-23
| -53% | -$1.15K | ﹤0.01% | 3027 |
|
|
2021
Q4 | $3K | Sell |
43
-97
| -69% | -$6.77K | ﹤0.01% | 2901 |
|
|
2021
Q3 | $8K | Sell |
140
-212
| -60% | -$12.1K | ﹤0.01% | 2544 |
|
|
2021
Q2 | $25K | Buy |
352
+30
| +9% | +$2.13K | ﹤0.01% | 2105 |
|
|
2021
Q1 | $23K | Sell |
322
-694
| -68% | -$49.6K | ﹤0.01% | 2007 |
|
|
2020
Q4 | $65K | Sell |
1,016
-178
| -15% | -$11.4K | ﹤0.01% | 1566 |
|
|
2020
Q3 | $64K | Buy |
1,194
+215
| +22% | +$11.5K | ﹤0.01% | 1423 |
|
|
2020
Q2 | $64K | Buy |
979
+87
| +10% | +$5.69K | ﹤0.01% | 1368 |
|
|
2020
Q1 | $66K | Sell |
892
-24
| -3% | -$1.78K | ﹤0.01% | 1278 |
|
|
2019
Q4 | $76K | Sell |
916
-999
| -52% | -$82.9K | ﹤0.01% | 1295 |
|
|
2019
Q3 | $167K | Sell |
1,915
-2,700
| -59% | -$235K | ﹤0.01% | 964 |
|
|
2019
Q2 | $387K | Sell |
4,615
-815
| -15% | -$68.3K | ﹤0.01% | 707 |
|
|
2019
Q1 | $447K | Buy |
5,430
+888
| +20% | +$73.1K | ﹤0.01% | 653 |
|
|
2018
Q4 | $336K | Buy |
4,542
+2,154
| +90% | +$159K | ﹤0.01% | 665 |
|
|
2018
Q3 | $176K | Buy |
2,388
+500
| +26% | +$36.9K | ﹤0.01% | 841 |
|
|
2018
Q2 | $133K | Buy |
1,888
+1,651
| +697% | +$116K | ﹤0.01% | 898 |
|
|
2018
Q1 | $17K | Sell |
237
-219
| -48% | -$15.7K | ﹤0.01% | 1593 |
|
|
2017
Q4 | $34K | Buy |
456
+24
| +6% | +$1.79K | ﹤0.01% | 1296 |
|
|
2017
Q3 | $32K | Buy |
432
+42
| +11% | +$3.11K | ﹤0.01% | 1283 |
|
|
2017
Q2 | $27K | Buy |
390
+195
| +100% | +$13.5K | ﹤0.01% | 1287 |
|
|
2017
Q1 | $13K | Hold |
195
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q4 | $13K | Buy |
+195
| New | +$13K | ﹤0.01% | 1518 |
|
|
2016
Q3 | – | Sell |
-195
| Closed | -$14K | – | 1347 |
|
|
2016
Q2 | $14K | Hold |
195
| – | – | ﹤0.01% | 1275 |
|
|
2016
Q1 | $13K | Hold |
195
| – | – | ﹤0.01% | 1349 |
|
|
2015
Q4 | $12K | Buy |
+195
| New | +$12K | ﹤0.01% | 1143 |
|