Petrus Trust Company’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,467
| Closed | -$235K | – | 761 |
|
|
2024
Q4 | $235K | Sell |
3,467
-6,962
| -67% | -$472K | 0.02% | 507 |
|
|
2024
Q3 | $702K | Buy |
+10,429
| New | +$702K | 0.07% | 99 |
|
|
2023
Q4 | – | Sell |
-5,458
| Closed | -$309K | – | 736 |
|
|
2023
Q3 | $309K | Buy |
+5,458
| New | +$309K | 0.03% | 379 |
|