DEAN SMALL CAP VALUE SR Holdings History

Number of Shares
55,281.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
2.41%
Total Estimate Gain
$854,597.90
% of Total Estimate Gain
9.71%

DEAN SMALL CAP VALUE's Spire Inc Holding Summary

As of 2025-03-31, DEAN SMALL CAP VALUE held 55,281.00 shares of Spire Inc(SR), totaling $4.33 Mil. This investment constitutes 2.41% of their stock portfolio, and DEAN SMALL CAP VALUE now holds 0.09% of the outstanding Spire Inc(SR) stock.

The initial trade took place in 2020Q3. And since then DEAN SMALL CAP VALUE has made 13 purchases of SR, at an average price of $63.67, for a total of 138,285.00 shares. In addition, there have been 6 sales at an average price of $65.30 for 83,004.00 shares. Based on historical transaction data and SR's current price of $76.68, DEAN SMALL CAP VALUE's estimated gain on his SR holdings is $854,597.90, reflecting a 9.71% gain to date.

DEAN SMALL CAP VALUE SR ($76.68) Holding Chart

DEAN SMALL CAP VALUE SR ($76.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1