Raymond James Financial Services Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $328K | Sell |
4,878
-156
| -3% | -$10.1K | ﹤0.01% | 2906 |
|
|
2024
Q2 | $306K | Sell |
5,034
-741
| -13% | -$44.8K | ﹤0.01% | 2857 |
|
|
2024
Q1 | $354K | Buy |
5,775
+78
| +1% | +$4.66K | ﹤0.01% | 2744 |
|
|
2023
Q4 | $355K | Buy |
5,697
+372
| +7% | +$22.2K | ﹤0.01% | 2628 |
|
|
2023
Q3 | $301K | Buy |
5,325
+258
| +5% | +$15.6K | ﹤0.01% | 2649 |
|
|
2023
Q2 | $321K | Buy |
5,067
+70
| +1% | +$4.7K | ﹤0.01% | 2622 |
|
|
2023
Q1 | $350K | Sell |
4,997
-449
| -8% | -$31.8K | ﹤0.01% | 2547 |
|
|
2022
Q4 | $375K | Sell |
5,446
-11
| -0.2% | -$749 | ﹤0.01% | 2431 |
|
|
2022
Q3 | $340K | Buy |
5,457
+902
| +20% | +$64.5K | ﹤0.01% | 2501 |
|
|
2022
Q2 | $339K | Sell |
4,555
-790
| -15% | -$59.4K | ﹤0.01% | 2507 |
|
|
2022
Q1 | $384K | Buy |
5,345
+142
| +3% | +$9.41K | ﹤0.01% | 2535 |
|
|
2021
Q4 | $339K | Sell |
5,203
-2,512
| -33% | -$159K | ﹤0.01% | 2629 |
|
|
2021
Q3 | $472K | Sell |
7,715
-391
| -5% | -$26.8K | ﹤0.01% | 2399 |
|
|
2021
Q2 | $586K | Buy |
8,106
+915
| +13% | +$68.1K | ﹤0.01% | 2269 |
|
|
2021
Q1 | $531K | Sell |
7,191
-698
| -9% | -$46.6K | ﹤0.01% | 2249 |
|
|
2020
Q4 | $505K | Sell |
7,889
-1,763
| -18% | -$107K | ﹤0.01% | 2137 |
|
|
2020
Q3 | $514K | Sell |
9,652
-739
| -7% | -$44.1K | ﹤0.01% | 1953 |
|
|
2020
Q2 | $683K | Buy |
+10,391
| New | +$740K | ﹤0.01% | 1726 |
|
|
2020
Q1 | – | Sell |
-7,679
| Closed | -$640K | – | 2807 |
|
|
2019
Q4 | $640K | Buy |
7,679
+852
| +12% | +$69.8K | ﹤0.01% | 1816 |
|
|
2019
Q3 | $596K | Buy |
6,827
+327
| +5% | +$27.6K | ﹤0.01% | 1790 |
|
|
2019
Q2 | $545K | Buy |
6,500
+143
| +2% | +$12K | ﹤0.01% | 1869 |
|
|
2019
Q1 | $523K | Buy |
6,357
+307
| +5% | +$23.9K | ﹤0.01% | 1877 |
|
|
2018
Q4 | $448K | Buy |
6,050
+283
| +5% | +$21.4K | ﹤0.01% | 1740 |
|
|
2018
Q3 | $424K | Buy |
5,767
+421
| +8% | +$31.1K | ﹤0.01% | 2040 |
|
|
2018
Q2 | $378K | Buy |
5,346
+787
| +17% | +$55.5K | ﹤0.01% | 2070 |
|
|
2018
Q1 | $330K | Sell |
4,559
-60
| -1% | -$4.09K | ﹤0.01% | 1979 |
|
|
2017
Q4 | $347K | Buy |
4,619
+473
| +11% | +$36.7K | ﹤0.01% | 1938 |
|
|
2017
Q3 | $309K | Sell |
4,146
-2,154
| -34% | -$160K | ﹤0.01% | 2007 |
|
|
2017
Q2 | $439K | Sell |
6,300
-44,917
| -88% | -$3.14M | ﹤0.01% | 1754 |
|
|
2017
Q1 | $3.46M | Sell |
51,217
-302
| -0.6% | -$19.7K | 0.03% | 605 |
|
|
2016
Q4 | $3.33M | Buy |
+51,519
| New | +$3.24M | 0.03% | 572 |
|
|
2016
Q3 | – | Sell |
-3,264
| Closed | -$231K | – | 2381 |
|
|
2016
Q2 | $231K | Buy |
3,264
+11
| +0.3% | +$723 | ﹤0.01% | 1896 |
|
|
2016
Q1 | $221K | Buy |
+3,253
| New | +$207K | ﹤0.01% | 1704 |
|
Other funds holding SR
Raymond James Financial Services Advisors's SR Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its Spire (SR) stake by 3.1% in Q3 2024, selling an estimated $10.1K and leaving 4,878 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2906.
Raymond James Financial Services Advisors first reported a position in SR in Q1 2016 and has held it in 33 quarters since. The position peaked at $3.46M in Q1 2017. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.
- Raymond James Financial Services Advisors held 4,878 shares of Spire worth $328K as of Q3 2024.
- Raymond James Financial Services Advisors sold 156 Spire shares in Q3 2024, an estimated $10.1K.
- Spire made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2906 holding.
- Raymond James Financial Services Advisors first reported a position in Spire in Q1 2016 and has held it in 33 quarters since.
- Raymond James Financial Services Advisors's Spire position peaked at $3.46M in Q1 2017.
- 310 funds tracked by Wall St. Rank held Spire as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.