Spire Wealth Management’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7K | Buy |
2,306
+39
| +2% | +$723 | ﹤0.01% | 1261 |
|
|
2025
Q1 | $47.6K | Hold |
2,267
| – | – | ﹤0.01% | 1302 |
|
|
2024
Q4 | $39K | Hold |
2,267
| – | – | ﹤0.01% | 1378 |
|
|
2024
Q3 | $40.7K | Hold |
2,267
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q2 | $43.1K | Buy |
2,267
+100
| +5% | +$1.9K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $44.3K | Hold |
2,167
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q4 | $38.2K | Hold |
2,167
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q3 | $34.8K | Buy |
2,167
+150
| +7% | +$2.41K | ﹤0.01% | 1301 |
|
|
2023
Q2 | $29.9K | Hold |
2,017
| – | – | ﹤0.01% | 1414 |
|
|
2023
Q1 | $30.9K | Buy |
+2,017
| New | +$30.9K | ﹤0.01% | 1421 |
|
|
2022
Q3 | – | Sell |
-5,052
| Closed | -$77K | – | 2557 |
|
|
2022
Q2 | $77K | Hold |
5,052
| – | – | ﹤0.01% | 1129 |
|
|
2022
Q1 | $81K | Hold |
5,052
| – | – | ﹤0.01% | 1251 |
|
|
2021
Q4 | $74K | Hold |
5,052
| – | – | ﹤0.01% | 1539 |
|
|
2021
Q3 | $78K | Hold |
5,052
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q2 | $77K | Sell |
5,052
-1,400
| -22% | -$21.3K | ﹤0.01% | 1306 |
|
|
2021
Q1 | $96K | Buy |
+6,452
| New | +$96K | ﹤0.01% | 1416 |
|