Whitney & Co’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 | $285K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $262K | Hold |
|
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|
2024
Q2 | $237K | Hold |
|
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|
2024
Q1 | $239K | Hold |
|
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|
2023
Q4 | $243K | Sell |
|
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|
2023
Q3 | $255K | Hold |
|
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $354K | Hold |
|
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|
2022
Q4 | $348K | Hold |
|
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $338K | Hold |
|
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $374K | Hold |
|
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $324K | Sell |
|
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|
2020
Q3 | $291K | Hold |
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|
2020
Q2 | $360K | Hold |
|
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|
2020
Q1 | $408K | Hold |
|
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $453K | Hold |
|
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|
2019
Q2 | $459K | Sell |
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|
2019
Q1 | $478K | Sell |
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|
2018
Q4 | $604K | Hold |
|
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|
2018
Q3 | $580K | Sell |
|
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|
2018
Q2 | $562K | Sell |
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|
2018
Q1 | $730K | Sell |
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|
2017
Q4 | $778K | Sell |
|
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|
2017
Q3 | $886K | Hold |
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|
2017
Q2 | $886K | Sell |
|
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|
2017
Q1 | $3.64M | Sell |
|
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|
2016
Q4 | $3.5M | Sell |
|
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|
2016
Q3 | $3.52M | Sell |
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|
2016
Q2 | $5.52M | Buy |
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|
2016
Q1 | $5.22M | Buy |
|
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|
2015
Q4 | $4.5M | Buy |
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|
2015
Q3 | $4.07M | Buy |
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|
2015
Q2 | $3.7M | Buy |
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|
2015
Q1 | $3.6M | Buy |
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|
2014
Q4 | $3.65M | Buy |
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|
2014
Q3 | $3.07M | Sell |
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|
2014
Q2 | $3.25M | Buy |
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|
2014
Q1 | $3.08M | Buy |
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|
2013
Q4 | $2.91M | Buy |
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|
2013
Q3 | $2.65M | Buy |
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|
2013
Q2 | $2.5M | Buy |
|