Optimist Retirement Group’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-495
| Closed | -$272K | – | 122 |
|
|
2025
Q1 | $272K | Sell |
495
-111
| -18% | -$61.1K | 0.14% | 69 |
|
|
2024
Q4 | $271K | Sell |
606
-93
| -13% | -$41.6K | 0.13% | 76 |
|
|
2024
Q3 | $258K | Sell |
699
-74
| -10% | -$27.3K | 0.12% | 81 |
|
|
2024
Q2 | $243K | Sell |
773
-2
| -0.3% | -$628 | 0.13% | 75 |
|
|
2024
Q1 | $205K | Buy |
+775
| New | +$205K | 0.11% | 104 |
|