Creative Planning Spire Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Spire Inc stock. As of the latest transaction made, Creative Planning holds 7,126 shares of SR stock, worth $516,991. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,126

Previous 6,936 2.74%

Holding current value

$516,991

Previous $421,000 13.78%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$59.15 - $67.77 $11,238 - $12,876	190 Added 2.74%	7,126 $479,000
Q2 2024 Aug 15, 2024	BUY	$58.14 - $63.24 $33,488 - $36,426	576 Added 9.06%	6,936 $421,000
Q1 2024 May 10, 2024	SELL	$56.77 - $63.76 $69,429 - $77,978	-1,223 Reduced 16.13%	6,360 $390,000
Q4 2023 Feb 14, 2024	BUY	$54.75 - $65.3 $37,996 - $45,318	694 Added 10.07%	7,583 $472,000
Q3 2023 Nov 16, 2023	BUY	$55.9 - $65.43 $11,459 - $13,413	205 Added 3.07%	6,889 $389,000
Q2 2023 Jul 21, 2023	BUY	$62.58 - $71.52 $28,161 - $32,184	450 Added 7.22%	6,684 $424,000
Q1 2023 May 15, 2023	BUY	$66.48 - $75.59 $25,195 - $28,648	379 Added 6.47%	6,234 $437,000
Q4 2022 Feb 10, 2023	BUY	$62.0 - $74.67 $38,688 - $46,594	624 Added 11.93%	5,855 $403,000
Q3 2022 Nov 03, 2022	SELL	$52.4 - $76.32 $32,750 - $47,699	-625 Reduced 10.67%	5,231 $326,000
Q2 2022 Aug 15, 2022	BUY	$70.67 - $78.84 $90,316 - $100,757	1,278 Added 27.92%	5,856 $435,000
Q1 2022 May 16, 2022	BUY	$62.85 - $71.76 $287,727 - $328,517	4,578 New	4,578 $328,000
Q3 2021 Nov 10, 2021	SELL	$60.85 - $73.65 $221,859 - $268,527	-3,646 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$70.33 - $77.48 $15,894 - $17,510	-226 Reduced 5.84%	3,646 $264,000
Q1 2021 Apr 30, 2021	SELL	$60.32 - $75.53 $54,408 - $68,128	-902 Reduced 18.89%	3,872 $286,000
Q4 2020 Jan 29, 2021	SELL	$52.56 - $67.44 $22,705 - $29,134	-432 Reduced 8.3%	4,774 $306,000
Q3 2020 Nov 05, 2020	BUY	$51.52 - $67.17 $23,544 - $30,696	457 Added 9.62%	5,206 $277,000
Q1 2020 May 05, 2020	SELL	$60.26 - $87.6 $78,036 - $113,441	-1,295 Reduced 21.43%	4,749 $354,000
Q4 2019 Jan 30, 2020	BUY	$75.54 - $86.15 $92,914 - $105,964	1,230 Added 25.55%	6,044 $504,000
Q3 2019 Nov 01, 2019	SELL	$79.96 - $87.24 $7,276 - $7,938	-91 Reduced 1.86%	4,814 $420,000
Q2 2019 Jul 26, 2019	BUY	$80.88 - $86.11 $49,175 - $52,354	608 Added 14.15%	4,905 $412,000
Q1 2019 Apr 24, 2019	SELL	$72.41 - $82.82 $41,201 - $47,124	-569 Reduced 11.69%	4,297 $354,000
Q4 2018 Feb 01, 2019	BUY	$71.15 - $80.37 $60,762 - $68,635	854 Added 21.29%	4,866 $360,000
Q3 2018 Oct 25, 2018	SELL	$70.95 - $76.9 $7,662 - $8,305	-108 Reduced 2.62%	4,012 $295,000
Q2 2018 Jul 20, 2018	SELL	$65.3 - $73.7 $9,207 - $10,391	-141 Reduced 3.31%	4,120 $291,000
Q1 2018 Apr 18, 2018	BUY	$61.3 - $74.1 $23,723 - $28,676	387 Added 9.99%	4,261 $308,000
Q4 2017 Jan 17, 2018	BUY	$73.7 - $82.25 $6,633 - $7,402	90 Added 2.38%	3,874 $291,000
Q3 2017 Oct 17, 2017	BUY	$72.6 - $77.4 $274,718 - $292,881	3,784	3,784 $282,000

Others Institutions Holding SR

# of Institutions

317

Shares Held

49.1M

Call Options Held

14.9K

Put Options Held

View Full List

About SPIRE INC

Ticker SR
Exchange OTC
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 52,492,800
Market Cap $3.81B
Description
Spire Inc., together with its subsidiaries, engages in the purchase, retail distribution, and sale of natural gas to residential, commercial, industrial, and other end-users of natural gas in the United States. The company operates in two segments, Gas Utility and Gas Marketing. It is also involved in the marketing of natural gas. In addition, t...

More about SR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Spire Inc Transaction History