SOA Wealth Advisors’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Buy |
259
+2
| +0.8% | +$146 | ﹤0.01% | 511 |
|
|
2025
Q1 | $20.1K | Buy |
257
+3
| +1% | +$234 | ﹤0.01% | 474 |
|
|
2024
Q4 | $17.2K | Buy |
254
+3
| +1% | +$203 | ﹤0.01% | 477 |
|
|
2024
Q3 | $16.9K | Buy |
251
+3
| +1% | +$202 | ﹤0.01% | 475 |
|
|
2024
Q2 | $15K | Buy |
248
+3
| +1% | +$182 | ﹤0.01% | 479 |
|
|
2024
Q1 | $15K | Buy |
245
+3
| +1% | +$184 | ﹤0.01% | 483 |
|
|
2023
Q4 | $15.1K | Buy |
242
+3
| +1% | +$187 | ﹤0.01% | 470 |
|
|
2023
Q3 | $13.5K | Buy |
239
+3
| +1% | +$170 | ﹤0.01% | 485 |
|
|
2023
Q2 | $15K | Buy |
236
+2
| +0.9% | +$127 | ﹤0.01% | 473 |
|
|
2023
Q1 | $16.4K | Buy |
234
+3
| +1% | +$210 | ﹤0.01% | 459 |
|
|
2022
Q4 | $15.9K | Buy |
231
+3
| +1% | +$207 | ﹤0.01% | 447 |
|
|
2022
Q3 | $14K | Buy |
228
+2
| +0.9% | +$123 | ﹤0.01% | 457 |
|
|
2022
Q2 | $16K | Buy |
226
+2
| +0.9% | +$142 | ﹤0.01% | 427 |
|
|
2022
Q1 | $16K | Buy |
224
+2
| +0.9% | +$143 | ﹤0.01% | 507 |
|
|
2021
Q4 | $14K | Buy |
222
+3
| +1% | +$189 | ﹤0.01% | 514 |
|
|
2021
Q3 | $13K | Buy |
219
+1
| +0.5% | +$59 | ﹤0.01% | 534 |
|
|
2021
Q2 | $15K | Sell |
218
-74
| -25% | -$5.09K | ﹤0.01% | 508 |
|
|
2021
Q1 | $21K | Hold |
292
| – | – | 0.01% | 398 |
|
|
2020
Q4 | $18K | Buy |
+292
| New | +$18K | ﹤0.01% | 426 |
|