Spire Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47K	Hold	2,389	–	–	﹤0.01%	1182
2025 Q4	$44.3K	Buy	2,389 +41	+2%	+$769	﹤0.01%	1218
2025 Q3	$43.8K	Buy	2,348 +42	+2%	+$775	﹤0.01%	1282
2025 Q2	$42.7K	Buy	2,306 +39	+2%	+$758	﹤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%	+$1.97K	﹤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%	+$2.22K	﹤0.01%	1301
2023 Q2	$29.9K	Hold	2,017	–	–	﹤0.01%	1414
2023 Q1	$30.9K	Buy	+2,017	New	+$31.2K	﹤0.01%	1421
2022 Q3	–	Sell	-5,052	Closed	-$77K	–	2558
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%	-$21K	﹤0.01%	1306
2021 Q1	$96K	Buy	+6,452	New	+$97.6K	﹤0.01%	1416