Pathstone Holdings
SR icon

Pathstone Holdings’s Spire SR Stock Holding History

Pathstone Holdings’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$527K Sell
5,817
-503
-8% -$44.1K ﹤0.01% 1732
2025
Q4 		$523K Sell
6,320
-504
-7% -$43K ﹤0.01% 1736
2025
Q3 		$557K Buy
6,824
+786
+13% +$59.8K ﹤0.01% 1719
2025
Q2 		$441K Sell
6,038
-8
-0.1% -$599 ﹤0.01% 1775
2025
Q1 		$474K Buy
6,046
+1,329
+28% +$97.2K ﹤0.01% 1739
2024
Q4 		$321K Buy
4,717
+32
+0.7% +$2.14K ﹤0.01% 1930
2024
Q3 		$316K Buy
4,685
+452
+11% +$29.3K ﹤0.01% 1947
2024
Q2 		$257K Buy
4,233
+73
+2% +$4.41K ﹤0.01% 2020
2024
Q1 		$256K Sell
4,160
-433
-9% -$25.9K ﹤0.01% 2026
2023
Q4 		$287K Buy
+4,593
New +$274K ﹤0.01% 1862

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