Steward Partners Investment Advisory’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
301
| – | – | ﹤0.01% | 2881 |
|
|
2025
Q1 | $23.6K | Sell |
301
-36
| -11% | -$2.82K | ﹤0.01% | 2731 |
|
|
2024
Q4 | $22.9K | Hold |
337
| – | – | ﹤0.01% | 2721 |
|
|
2024
Q3 | $22.7K | Sell |
337
-129
| -28% | -$8.68K | ﹤0.01% | 2606 |
|
|
2024
Q2 | $28.3K | Sell |
466
-88
| -16% | -$5.34K | ﹤0.01% | 2369 |
|
|
2024
Q1 | $34K | Sell |
554
-88
| -14% | -$5.4K | ﹤0.01% | 2289 |
|
|
2023
Q4 | $40K | Hold |
642
| – | – | ﹤0.01% | 2087 |
|
|
2023
Q3 | $36.3K | Sell |
642
-273
| -30% | -$15.4K | ﹤0.01% | 2054 |
|
|
2023
Q2 | $58K | Sell |
915
-88
| -9% | -$5.58K | ﹤0.01% | 1819 |
|
|
2023
Q1 | $70.4K | Buy |
1,003
+616
| +159% | +$43.2K | ﹤0.01% | 1722 |
|
|
2022
Q4 | $26.6K | Hold |
387
| – | – | ﹤0.01% | 2105 |
|
|
2022
Q3 | $24K | Sell |
387
-1,308
| -77% | -$81.1K | ﹤0.01% | 2147 |
|
|
2022
Q2 | $126K | Sell |
1,695
-21
| -1% | -$1.56K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $123K | Hold |
1,716
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q4 | $112K | Hold |
1,716
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q3 | $105K | Sell |
1,716
-1,118
| -39% | -$68.4K | ﹤0.01% | 1524 |
|
|
2021
Q2 | $205K | Sell |
2,834
-1,721
| -38% | -$124K | ﹤0.01% | 1531 |
|
|
2021
Q1 | $337K | Buy |
4,555
+2,209
| +94% | +$163K | 0.01% | 1048 |
|
|
2020
Q4 | $150K | Hold |
2,346
| – | – | ﹤0.01% | 1190 |
|
|
2020
Q3 | $125K | Sell |
2,346
-64
| -3% | -$3.41K | ﹤0.01% | 1129 |
|
|
2020
Q2 | $158K | Buy |
2,410
+263
| +12% | +$17.2K | ﹤0.01% | 960 |
|
|
2020
Q1 | $159K | Buy |
2,147
+121
| +6% | +$8.96K | 0.01% | 859 |
|
|
2019
Q4 | $168K | Hold |
2,026
| – | – | 0.01% | 937 |
|
|
2019
Q3 | $176K | Hold |
2,026
| – | – | 0.01% | 883 |
|
|
2019
Q2 | $170K | Buy |
+2,026
| New | +$170K | 0.01% | 867 |
|
|
2018
Q4 | – | Sell |
-296
| Closed | -$22K | – | 1971 |
|
|
2018
Q3 | $22K | Buy |
+296
| New | +$22K | ﹤0.01% | 1520 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$15K | – | 2323 |
|
|
2017
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 992 |
|
|
2017
Q1 | $13K | Sell |
200
-157
| -44% | -$10.2K | ﹤0.01% | 876 |
|
|
2016
Q4 | $23K | Buy |
+357
| New | +$23K | 0.01% | 434 |
|