Summit Place Financial Advisors’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $548K | Sell |
714
-2
| -0.3% | -$1.54K | 0.28% | 67 |
|
2025
Q1 | $394K | Hold |
716
| – | – | 0.22% | 75 |
|
2024
Q4 | $320K | Buy |
716
+18
| +3% | +$8.05K | 0.18% | 78 |
|
2024
Q3 | $257K | Sell |
698
-250
| -26% | -$92.1K | 0.14% | 84 |
|
2024
Q2 | $297K | Sell |
948
-18
| -2% | -$5.65K | 0.18% | 80 |
|
2024
Q1 | $255K | Sell |
966
-5,203
| -84% | -$1.37M | 0.15% | 86 |
|
2023
Q4 | $1.16M | Buy |
6,169
+161
| +3% | +$30.3K | 0.76% | 51 |
|
2023
Q3 | $929K | Sell |
6,008
-767
| -11% | -$119K | 0.66% | 54 |
|
2023
Q2 | $1.09M | Sell |
6,775
-905
| -12% | -$145K | 0.7% | 51 |
|
2023
Q1 | $1.03M | Buy |
7,680
+255
| +3% | +$34.1K | 0.73% | 52 |
|
2022
Q4 | $586K | Buy |
7,425
+575
| +8% | +$45.4K | 0.48% | 62 |
|
2022
Q3 | $591K | Buy |
6,850
+4,115
| +150% | +$355K | 0.55% | 60 |
|
2022
Q2 | $257K | Buy |
+2,735
| New | +$257K | 0.22% | 88 |
|