Regent Peak Wealth Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.06M | Buy |
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|
2025
Q1 | $7.06M | Sell |
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|
2024
Q4 | $9.48M | Sell |
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|
2024
Q3 | $9.43M | Sell |
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|
2024
Q2 | $8.53M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $10.7M | Buy |
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|
2023
Q3 | $9.6M | Sell |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $12M | Sell |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $10.5M | Hold |
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|
2022
Q2 | $12.4M | Hold |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $9.65M | Hold |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $11.7M | Buy |
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|
2020
Q4 | $10M | Buy |
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|
2020
Q3 | $7.99M | Buy |
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|
2020
Q2 | $9.87M | Buy |
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|
2020
Q1 | $11.2M | Buy |
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|
2019
Q4 | $10.7M | Buy |
|