Stifel Financial’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Buy |
19,156
+1,601
| +9% | +$140K | ﹤0.01% | 2072 |
|
|
2025
Q4 | $1.45M | Buy |
17,555
+537
| +3% | +$45.8K | ﹤0.01% | 2178 |
|
|
2025
Q3 | $1.39M | Buy |
17,018
+611
| +4% | +$46.5K | ﹤0.01% | 2170 |
|
|
2025
Q2 | $1.2M | Sell |
16,407
-18,610
| -53% | -$1.39M | ﹤0.01% | 2215 |
|
|
2025
Q1 | $2.74M | Sell |
35,017
-48
| -0.1% | -$3.51K | ﹤0.01% | 1540 |
|
|
2024
Q4 | $2.38M | Buy |
35,065
+1,599
| +5% | +$107K | ﹤0.01% | 1645 |
|
|
2024
Q3 | $2.25M | Sell |
33,466
-2,933
| -8% | -$190K | ﹤0.01% | 1696 |
|
|
2024
Q2 | $2.21M | Buy |
36,399
+21
| +0.1% | +$1.27K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $2.23M | Sell |
36,378
-9,418
| -21% | -$563K | ﹤0.01% | 1644 |
|
|
2023
Q4 | $2.85M | Buy |
45,796
+8,182
| +22% | +$488K | ﹤0.01% | 1436 |
|
|
2023
Q3 | $2.13M | Buy |
37,614
+18,917
| +101% | +$1.15M | ﹤0.01% | 1551 |
|
|
2023
Q2 | $1.19M | Sell |
18,697
-415
| -2% | -$27.9K | ﹤0.01% | 1973 |
|
|
2023
Q1 | $1.34M | Sell |
19,112
-3,338
| -15% | -$237K | ﹤0.01% | 1831 |
|
|
2022
Q4 | $1.55M | Buy |
22,450
+1,314
| +6% | +$89.4K | ﹤0.01% | 1707 |
|
|
2022
Q3 | $1.32M | Buy |
21,136
+1,013
| +5% | +$72.4K | ﹤0.01% | 1766 |
|
|
2022
Q2 | $1.5M | Sell |
20,123
-11,705
| -37% | -$880K | ﹤0.01% | 1701 |
|
|
2022
Q1 | $2.28M | Buy |
31,828
+5,427
| +21% | +$360K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $1.72M | Sell |
26,401
-671
| -2% | -$42.4K | ﹤0.01% | 1737 |
|
|
2021
Q3 | $1.66M | Buy |
27,072
+16,313
| +152% | +$1.12M | ﹤0.01% | 1712 |
|
|
2021
Q2 | $777K | Sell |
10,759
-2,897
| -21% | -$216K | ﹤0.01% | 2283 |
|
|
2021
Q1 | $1.01M | Sell |
13,656
-622
| -4% | -$41.5K | ﹤0.01% | 1982 |
|
|
2020
Q4 | $914K | Buy |
14,278
+155
| +1% | +$9.45K | ﹤0.01% | 1911 |
|
|
2020
Q3 | $751K | Buy |
14,123
+7,524
| +114% | +$449K | ﹤0.01% | 1830 |
|
|
2020
Q2 | $433K | Sell |
6,599
-140
| -2% | -$9.98K | ﹤0.01% | 2137 |
|
|
2020
Q1 | $504K | Sell |
6,739
-26,526
| -80% | -$2.13M | ﹤0.01% | 1863 |
|
|
2019
Q4 | $2.77M | Sell |
33,265
-12,962
| -28% | -$1.06M | 0.01% | 1141 |
|
|
2019
Q3 | $4.03M | Buy |
46,227
+4,400
| +11% | +$371K | 0.01% | 927 |
|
|
2019
Q2 | $3.51M | Buy |
41,827
+35,185
| +530% | +$2.95M | 0.01% | 1003 |
|
|
2019
Q1 | $544K | Sell |
6,642
-799
| -11% | -$62.3K | ﹤0.01% | 2018 |
|
|
2018
Q4 | $550K | Buy |
7,441
+218
| +3% | +$16.5K | ﹤0.01% | 1888 |
|
|
2018
Q3 | $530K | Buy |
7,223
+602
| +9% | +$44.5K | ﹤0.01% | 2060 |
|
|
2018
Q2 | $469K | Sell |
6,621
-969
| -13% | -$68.3K | ﹤0.01% | 2063 |
|
|
2018
Q1 | $548K | Sell |
7,590
-3,480
| -31% | -$237K | ﹤0.01% | 1918 |
|
|
2017
Q4 | $832K | Sell |
11,070
-121
| -1% | -$9.38K | ﹤0.01% | 1630 |
|
|
2017
Q3 | $836K | Sell |
11,191
-534
| -5% | -$39.6K | ﹤0.01% | 1586 |
|
|
2017
Q2 | $820K | Sell |
11,725
-3,102
| -21% | -$217K | ﹤0.01% | 1566 |
|
|
2017
Q1 | $998K | Buy |
14,827
+1,124
| +8% | +$73.1K | ﹤0.01% | 1452 |
|
|
2016
Q4 | $880K | Buy |
13,703
+7,665
| +127% | +$482K | ﹤0.01% | 1462 |
|
|
2016
Q3 | $384K | Sell |
6,038
-1,545
| -20% | -$103K | ﹤0.01% | 1863 |
|
|
2016
Q2 | $538K | Buy |
7,583
+2,148
| +40% | +$141K | ﹤0.01% | 1718 |
|
|
2016
Q1 | $368K | Sell |
5,435
-9,219
| -63% | -$588K | ﹤0.01% | 1736 |
|
|
2015
Q4 | $871K | Buy |
14,654
+434
| +3% | +$25K | ﹤0.01% | 1372 |
|
|
2015
Q3 | $775K | Buy |
14,220
+7,596
| +115% | +$404K | ﹤0.01% | 1331 |
|
|
2015
Q2 | $345K | Sell |
6,624
-1,545
| -19% | -$80.6K | ﹤0.01% | 1881 |
|
|
2015
Q1 | $418K | Buy |
8,169
+2,950
| +57% | +$155K | ﹤0.01% | 1719 |
|
|
2014
Q4 | $278K | Sell |
5,219
-792
| -13% | -$39.8K | ﹤0.01% | 1914 |
|
|
2014
Q3 | $279K | Buy |
+6,011
| New | +$288K | ﹤0.01% | 1831 |
|
Other funds holding SR
VPM
VCM
