Sequoia Financial Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
+8,201
| New | +$599K | ﹤0.01% | 908 |
|
|
2025
Q1 | – | Sell |
-4,215
| Closed | -$286K | – | 1442 |
|
|
2024
Q4 | $286K | Buy |
4,215
+29
| +0.7% | +$1.97K | ﹤0.01% | 1035 |
|
|
2024
Q3 | $284K | Sell |
4,186
-237
| -5% | -$16.1K | ﹤0.01% | 989 |
|
|
2024
Q2 | $271K | Buy |
4,423
+40
| +0.9% | +$2.45K | ﹤0.01% | 934 |
|
|
2024
Q1 | $269K | Sell |
4,383
-8,703
| -67% | -$534K | ﹤0.01% | 909 |
|
|
2023
Q4 | $818K | Buy |
13,086
+9,201
| +237% | +$575K | 0.01% | 589 |
|
|
2023
Q3 | $220K | Buy |
+3,885
| New | +$220K | ﹤0.01% | 817 |
|