Raymond James Financial Services Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $328K | Sell |
4,878
-156
| -3% | -$10.5K | ﹤0.01% | 2901 |
|
|
2024
Q2 | $306K | Sell |
5,034
-741
| -13% | -$45K | ﹤0.01% | 2854 |
|
|
2024
Q1 | $354K | Buy |
5,775
+78
| +1% | +$4.79K | ﹤0.01% | 2740 |
|
|
2023
Q4 | $355K | Buy |
5,697
+372
| +7% | +$23.2K | ﹤0.01% | 2621 |
|
|
2023
Q3 | $301K | Buy |
5,325
+258
| +5% | +$14.6K | ﹤0.01% | 2644 |
|
|
2023
Q2 | $321K | Buy |
5,067
+70
| +1% | +$4.44K | ﹤0.01% | 2617 |
|
|
2023
Q1 | $350K | Sell |
4,997
-449
| -8% | -$31.5K | ﹤0.01% | 2544 |
|
|
2022
Q4 | $375K | Sell |
5,446
-11
| -0.2% | -$758 | ﹤0.01% | 2427 |
|
|
2022
Q3 | $340K | Buy |
5,457
+902
| +20% | +$56.2K | ﹤0.01% | 2497 |
|
|
2022
Q2 | $339K | Sell |
4,555
-790
| -15% | -$58.8K | ﹤0.01% | 2501 |
|
|
2022
Q1 | $384K | Buy |
5,345
+142
| +3% | +$10.2K | ﹤0.01% | 2532 |
|
|
2021
Q4 | $339K | Sell |
5,203
-2,512
| -33% | -$164K | ﹤0.01% | 2624 |
|
|
2021
Q3 | $472K | Sell |
7,715
-391
| -5% | -$23.9K | ﹤0.01% | 2397 |
|
|
2021
Q2 | $586K | Buy |
8,106
+915
| +13% | +$66.1K | ﹤0.01% | 2266 |
|
|
2021
Q1 | $531K | Sell |
7,191
-698
| -9% | -$51.5K | ﹤0.01% | 2248 |
|
|
2020
Q4 | $505K | Sell |
7,889
-1,763
| -18% | -$113K | ﹤0.01% | 2135 |
|
|
2020
Q3 | $514K | Sell |
9,652
-739
| -7% | -$39.4K | ﹤0.01% | 1948 |
|
|
2020
Q2 | $683K | Buy |
+10,391
| New | +$683K | ﹤0.01% | 1724 |
|
|
2020
Q1 | – | Sell |
-7,679
| Closed | -$640K | – | 2758 |
|
|
2019
Q4 | $640K | Buy |
7,679
+852
| +12% | +$71K | ﹤0.01% | 1815 |
|
|
2019
Q3 | $596K | Buy |
6,827
+327
| +5% | +$28.5K | ﹤0.01% | 1790 |
|
|
2019
Q2 | $545K | Buy |
6,500
+143
| +2% | +$12K | ﹤0.01% | 1869 |
|
|
2019
Q1 | $523K | Buy |
6,357
+307
| +5% | +$25.3K | ﹤0.01% | 1877 |
|
|
2018
Q4 | $448K | Buy |
6,050
+283
| +5% | +$21K | ﹤0.01% | 1740 |
|
|
2018
Q3 | $424K | Buy |
5,767
+421
| +8% | +$31K | ﹤0.01% | 2040 |
|
|
2018
Q2 | $378K | Buy |
5,346
+787
| +17% | +$55.6K | ﹤0.01% | 2069 |
|
|
2018
Q1 | $330K | Sell |
4,559
-60
| -1% | -$4.34K | ﹤0.01% | 1977 |
|
|
2017
Q4 | $347K | Buy |
4,619
+473
| +11% | +$35.5K | ﹤0.01% | 1935 |
|
|
2017
Q3 | $309K | Sell |
4,146
-2,154
| -34% | -$161K | ﹤0.01% | 2006 |
|
|
2017
Q2 | $439K | Sell |
6,300
-44,917
| -88% | -$3.13M | ﹤0.01% | 1754 |
|
|
2017
Q1 | $3.46M | Sell |
51,217
-302
| -0.6% | -$20.4K | 0.03% | 605 |
|
|
2016
Q4 | $3.33M | Buy |
+51,519
| New | +$3.33M | 0.03% | 572 |
|
|
2016
Q3 | – | Sell |
-3,264
| Closed | -$231K | – | 2329 |
|
|
2016
Q2 | $231K | Buy |
3,264
+11
| +0.3% | +$778 | ﹤0.01% | 1892 |
|
|
2016
Q1 | $221K | Buy |
+3,253
| New | +$221K | ﹤0.01% | 1698 |
|