Private Advisor Group’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 | $670K | Hold |
7,402
| – | – | ﹤0.01% | 1684 |
|
|
2025
Q4 | $612K | Hold |
7,402
| – | – | ﹤0.01% | 1712 |
|
|
2025
Q3 | $603K | Buy |
7,402
+176
| +2% | +$13.4K | ﹤0.01% | 1673 |
|
|
2025
Q2 | $527K | Buy |
7,226
+6
| +0.1% | +$449 | ﹤0.01% | 1657 |
|
|
2025
Q1 | $565K | Hold |
7,220
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q4 | $490K | Sell |
7,220
-57
| -0.8% | -$3.82K | ﹤0.01% | 1588 |
|
|
2024
Q3 | $490K | Buy |
7,277
+16
| +0.2% | +$1.04K | ﹤0.01% | 1626 |
|
|
2024
Q2 | $441K | Sell |
7,261
-96
| -1% | -$5.8K | ﹤0.01% | 1631 |
|
|
2024
Q1 | $451K | Buy |
+7,357
| New | +$440K | ﹤0.01% | 1584 |
|
|
2022
Q3 | – | Sell |
-13,844
| Closed | -$1.03M | – | 2107 |
|
|
2022
Q2 | $1.03M | Buy |
+13,844
| New | +$1.04M | 0.01% | 1054 |
|
|
2020
Q3 | – | Sell |
-836
| Closed | -$55K | – | 3173 |
|
|
2020
Q2 | $55K | Buy |
+836
| New | +$59.6K | ﹤0.01% | 2052 |
|
|
2019
Q3 | – | Sell |
-2,581
| Closed | -$217K | – | 1780 |
|
|
2019
Q2 | $217K | Buy |
2,581
+114
| +5% | +$9.55K | ﹤0.01% | 1463 |
|
|
2019
Q1 | $203K | Buy |
+2,467
| New | +$192K | ﹤0.01% | 1398 |
|
|
2018
Q2 | – | Sell |
-3,123
| Closed | -$226K | – | 1440 |
|
|
2018
Q1 | $226K | Buy |
+3,123
| New | +$213K | 0.01% | 1011 |
|
|
2017
Q4 | – | Sell |
-4,159
| Closed | -$312K | – | 1388 |
|
|
2017
Q3 | $312K | Sell |
4,159
-693
| -14% | -$51.4K | 0.01% | 1118 |
|
|
2017
Q2 | $336K | Hold |
4,852
| – | – | 0.01% | 1021 |
|
|
2017
Q1 | $329K | Buy |
4,852
+1,274
| +36% | +$82.9K | 0.01% | 1030 |
|
|
2016
Q4 | $231K | Buy |
3,578
+370
| +12% | +$23.3K | 0.01% | 1080 |
|
|
2016
Q3 | $202K | Hold |
3,208
| – | – | 0.01% | 1011 |
|
|
2016
Q2 | $227K | Buy |
+3,208
| New | +$211K | 0.01% | 943 |
|
|
2015
Q4 | – | Sell |
-3,758
| Closed | -$204K | – | 1138 |
|
|
2015
Q3 | $204K | Buy |
+3,758
| New | +$200K | 0.01% | 882 |
|
|
2015
Q2 | – | Sell |
-4,222
| Closed | -$216K | – | 1097 |
|
|
2015
Q1 | $216K | Buy |
+4,222
| New | +$221K | 0.01% | 860 |
|
Other funds holding SR
VPM
VCM
