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