Regent Peak Wealth Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.06M | Sell |
90,243
-49,482
| -35% | -$3.87M | 1.67% | 18 |
|
|
2024
Q4 | $9.48M | Sell |
139,725
-455
| -0.3% | -$30.9K | 2.13% | 16 |
|
|
2024
Q3 | $9.43M | Sell |
140,180
-301
| -0.2% | -$20.3K | 2.17% | 15 |
|
|
2024
Q2 | $8.53M | Sell |
140,481
-30,902
| -18% | -$1.88M | 1.95% | 16 |
|
|
2024
Q1 | $10.5M | Sell |
171,383
-579
| -0.3% | -$35.5K | 2.67% | 12 |
|
|
2023
Q4 | $10.7M | Buy |
171,962
+2,329
| +1% | +$145K | 2.91% | 9 |
|
|
2023
Q3 | $9.6M | Sell |
169,633
-428
| -0.3% | -$24.2K | 2.93% | 9 |
|
|
2023
Q2 | $10.8M | Sell |
170,061
-501
| -0.3% | -$31.8K | 3.14% | 8 |
|
|
2023
Q1 | $12M | Sell |
170,562
-107
| -0.1% | -$7.51K | 3.7% | 7 |
|
|
2022
Q4 | $11.9M | Buy |
170,669
+3,656
| +2% | +$254K | 3.89% | 7 |
|
|
2022
Q3 | $10.5M | Hold |
167,013
| – | – | 3.7% | 6 |
|
|
2022
Q2 | $12.4M | Hold |
167,013
| – | – | 4.06% | 6 |
|
|
2022
Q1 | $12M | Buy |
167,013
+4,623
| +3% | +$332K | 3.44% | 8 |
|
|
2021
Q4 | $10.6M | Buy |
162,390
+4,624
| +3% | +$302K | 2.88% | 9 |
|
|
2021
Q3 | $9.65M | Hold |
157,766
| – | – | 2.76% | 8 |
|
|
2021
Q2 | $11.2M | Buy |
157,766
+9
| +0% | +$639 | 3.13% | 8 |
|
|
2021
Q1 | $11.7M | Buy |
157,757
+1,553
| +1% | +$115K | 3.83% | 8 |
|
|
2020
Q4 | $10M | Buy |
156,204
+5,985
| +4% | +$383K | 3.33% | 8 |
|
|
2020
Q3 | $7.99M | Buy |
150,219
+5
| +0% | +$266 | 3.4% | 8 |
|
|
2020
Q2 | $9.87M | Buy |
150,214
+4
| +0% | +$263 | 4.48% | 5 |
|
|
2020
Q1 | $11.2M | Buy |
150,210
+21,759
| +17% | +$1.62M | 6.23% | 4 |
|
|
2019
Q4 | $10.7M | Buy |
+128,451
| New | +$10.7M | 4.88% | 4 |
|