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 % |
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