Zurich Cantonal Bank’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 | $2.37M | Buy |
26,205
+3,456
| +15% | +$303K | 0.01% | 944 |
|
|
2025
Q4 | $1.88M | Buy |
22,749
+3,704
| +19% | +$316K | 0.01% | 978 |
|
|
2025
Q3 | $1.55M | Buy |
19,045
+770
| +4% | +$58.6K | ﹤0.01% | 1057 |
|
|
2025
Q2 | $1.33M | Buy |
18,275
+873
| +5% | +$65.4K | ﹤0.01% | 1086 |
|
|
2025
Q1 | $1.36M | Buy |
17,402
+3,275
| +23% | +$239K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $958K | Buy |
14,127
+3,260
| +30% | +$218K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $731K | Hold |
10,867
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q2 | $660K | Buy |
10,867
+1,350
| +14% | +$81.6K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $584K | Sell |
9,517
-1,390
| -13% | -$83.1K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $680K | Buy |
10,907
+1,354
| +14% | +$80.8K | ﹤0.01% | 1300 |
|
|
2023
Q3 | $541K | Buy |
9,553
+1,018
| +12% | +$61.7K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $541K | Buy |
8,535
+526
| +7% | +$35.3K | ﹤0.01% | 1301 |
|
|
2023
Q1 | $562K | Buy |
8,009
+738
| +10% | +$52.3K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $501K | Buy |
7,271
+462
| +7% | +$31.4K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $424K | Buy |
6,809
+721
| +12% | +$51.5K | ﹤0.01% | 1290 |
|
|
2022
Q2 | $453K | Sell |
6,088
-729
| -11% | -$54.8K | ﹤0.01% | 1286 |
|
|
2022
Q1 | $489K | Hold |
6,817
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q4 | $445K | Buy |
6,817
+1,765
| +35% | +$112K | ﹤0.01% | 1530 |
|
|
2021
Q3 | $309K | Hold |
5,052
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q2 | $365K | Sell |
5,052
-477
| -9% | -$35.5K | ﹤0.01% | 1419 |
|
|
2021
Q1 | $409K | Sell |
5,529
-459
| -8% | -$30.6K | ﹤0.01% | 1358 |
|
|
2020
Q4 | $383K | Buy |
5,988
+599
| +11% | +$36.5K | ﹤0.01% | 1429 |
|
|
2020
Q3 | $287K | Hold |
5,389
| – | – | ﹤0.01% | 1362 |
|
|
2020
Q2 | $354K | Buy |
5,389
+1,196
| +29% | +$85.2K | ﹤0.01% | 1192 |
|
|
2020
Q1 | $312K | Buy |
4,193
+697
| +20% | +$55.9K | ﹤0.01% | 1029 |
|
|
2019
Q4 | $291K | Buy |
3,496
+449
| +15% | +$36.8K | ﹤0.01% | 1138 |
|
|
2019
Q3 | $266K | Buy |
3,047
+237
| +8% | +$20K | ﹤0.01% | 1113 |
|
|
2019
Q2 | $236K | Hold |
2,810
| – | – | ﹤0.01% | 1157 |
|
|
2019
Q1 | $231K | Sell |
2,810
-567
| -17% | -$44.2K | ﹤0.01% | 1130 |
|
|
2018
Q4 | $250K | Buy |
3,377
+344
| +11% | +$26K | ﹤0.01% | 1085 |
|
|
2018
Q3 | $223K | Buy |
3,033
+253
| +9% | +$18.7K | ﹤0.01% | 1244 |
|
|
2018
Q2 | $196K | Hold |
2,780
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q1 | $201K | Hold |
2,780
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q4 | $209K | Buy |
2,780
+955
| +52% | +$74.1K | ﹤0.01% | 1159 |
|
|
2017
Q3 | $136K | Hold |
1,825
| – | – | ﹤0.01% | 1215 |
|
|
2017
Q2 | $127K | Buy |
1,825
+144
| +9% | +$10.1K | ﹤0.01% | 1220 |
|
|
2017
Q1 | $113K | Hold |
1,681
| – | – | ﹤0.01% | 1264 |
|
|
2016
Q4 | $109K | Buy |
1,681
+459
| +38% | +$28.9K | ﹤0.01% | 1246 |
|
|
2016
Q3 | $78K | Buy |
1,222
+172
| +16% | +$11.5K | ﹤0.01% | 1413 |
|
|
2016
Q2 | $74K | Hold |
1,050
| – | – | ﹤0.01% | 1311 |
|
|
2016
Q1 | $71K | Hold |
1,050
| – | – | ﹤0.01% | 1289 |
|
|
2015
Q4 | $62K | Buy |
1,050
+466
| +80% | +$26.9K | ﹤0.01% | 1334 |
|
|
2015
Q3 | $32K | Buy |
584
+441
| +308% | +$23.5K | ﹤0.01% | 1340 |
|
|
2015
Q2 | $7K | Hold |
143
| – | – | ﹤0.01% | 1653 |
|
|
2015
Q1 | $7K | Buy |
+143
| New | +$7.5K | ﹤0.01% | 1635 |
|
Other funds holding SR
VPM
VCM
