Allegiance Financial Group Advisory Services’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$300K Buy
13,015
+2,086
+19% +$44.8K 0.06% 138
2025
Q4
$219K Sell
10,929
-2,927
-21% -$62.9K 0.05% 169
2025
Q3
$322K Sell
13,856
-1,625
-10% -$37.6K 0.07% 106
2025
Q2
$356K Buy
15,481
+2,803
+22% +$60.3K 0.09% 87
2025
Q1
$286K Buy
12,678
+660
+5% +$15.5K 0.09% 96
2024
Q4
$274K Buy
12,018
+2,052
+21% +$52.3K 0.09% 70
2024
Q3
$236K Buy
9,966
+72
+0.7% +$2.24K 0.08% 69
2024
Q2
$280K Buy
9,894
+85
+0.9% +$2.54K 0.11% 56
2024
Q1
$381K Buy
9,809
+50
+0.5% +$2.38K 0.16% 52
2023
Q4
$534K Buy
9,759
+47
+0.5% +$2.26K 0.25% 42
2023
Q3
$439K Sell
9,712
-515
-5% -$23.9K 0.25% 45
2023
Q2
$463K Buy
10,227
+1,838
+22% +$69.4K 0.27% 44
2023
Q1
$333K Buy
8,389
+46
+0.6% +$2.2K 0.25% 49
2022
Q4
$487K Buy
+8,343
New +$513K 0.47% 42

Other funds holding SIRI