Steward Partners Investment Advisory’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
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|
2025
Q1 | $23.6K | Sell |
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|
2024
Q4 | $22.9K | Hold |
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|
2024
Q3 | $22.7K | Sell |
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|
2024
Q2 | $28.3K | Sell |
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|
2024
Q1 | $34K | Sell |
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|
2023
Q4 | $40K | Hold |
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|
2023
Q3 | $36.3K | Sell |
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|
2023
Q2 | $58K | Sell |
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|
2023
Q1 | $70.3K | Buy |
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|
2022
Q4 | $26.6K | Hold |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $112K | Hold |
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|
2021
Q3 | $105K | Sell |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $337K | Buy |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $125K | Sell |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $159K | Buy |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $176K | Hold |
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|
2019
Q2 | $170K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $13K | Sell |
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|
2016
Q4 | $23K | Buy |
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