Allworth Financial’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Buy
89,086
+87,001
+4,173% +$2M 0.01% 473
2025
Q1
$44.5K Sell
2,085
-304
-13% -$6.49K ﹤0.01% 1605
2024
Q4
$52.8K Sell
2,389
-306
-11% -$6.76K ﹤0.01% 1544
2024
Q3
$63.7K Buy
2,695
+1,002
+59% +$23.7K ﹤0.01% 1288
2024
Q2
$57.6K Buy
1,693
+291
+21% +$9.91K ﹤0.01% 1315
2024
Q1
$54.4K Sell
1,402
-81
-5% -$3.14K ﹤0.01% 1275
2023
Q4
$81.1K Buy
1,483
+16
+1% +$875 ﹤0.01% 1022
2023
Q3
$66.3K Sell
1,467
-204
-12% -$9.22K ﹤0.01% 1025
2023
Q2
$75.7K Buy
1,671
+488
+41% +$22.1K ﹤0.01% 988
2023
Q1
$47K Buy
1,183
+26
+2% +$1.03K ﹤0.01% 1091
2022
Q4
$67.6K Buy
1,157
+34
+3% +$1.99K ﹤0.01% 914
2022
Q3
$64K Buy
1,123
+366
+48% +$20.9K ﹤0.01% 885
2022
Q2
$46K Buy
757
+18
+2% +$1.09K ﹤0.01% 936
2022
Q1
$49K Sell
739
-476
-39% -$31.6K ﹤0.01% 898
2021
Q4
$77K Buy
1,215
+476
+64% +$30.2K ﹤0.01% 739
2021
Q3
$45K Buy
739
+100
+16% +$6.09K ﹤0.01% 810
2021
Q2
$42K Buy
639
+3
+0.5% +$197 ﹤0.01% 662
2021
Q1
$39K Buy
636
+164
+35% +$10.1K ﹤0.01% 623
2020
Q4
$30K Buy
472
+220
+87% +$14K ﹤0.01% 575
2020
Q3
$14K Sell
252
-3
-1% -$167 ﹤0.01% 641
2020
Q2
$15K Sell
255
-10,624
-98% -$625K ﹤0.01% 642
2020
Q1
$538K Buy
10,879
+10,624
+4,166% +$525K 0.02% 152
2019
Q4
$18K Buy
255
+40
+19% +$2.82K ﹤0.01% 545
2019
Q3
$13K Sell
215
-127
-37% -$7.68K ﹤0.01% 531
2019
Q2
$19K Hold
342
﹤0.01% 469
2019
Q1
$19K Buy
342
+20
+6% +$1.11K ﹤0.01% 464
2018
Q4
$18K Hold
322
﹤0.01% 429
2018
Q3
$20K Hold
322
﹤0.01% 430
2018
Q2
$22K Sell
322
-69
-18% -$4.71K ﹤0.01% 396
2018
Q1
$24K Sell
391
-100
-20% -$6.14K ﹤0.01% 350
2017
Q4
$26K Sell
491
-280
-36% -$14.8K ﹤0.01% 334
2017
Q3
$43K Sell
771
-100
-11% -$5.58K ﹤0.01% 259
2017
Q2
$48K Hold
871
﹤0.01% 258
2017
Q1
$45K Buy
871
+22
+3% +$1.14K ﹤0.01% 246
2016
Q4
$38K Buy
849
+200
+31% +$8.95K ﹤0.01% 241
2016
Q3
$27K Buy
649
+40
+7% +$1.66K ﹤0.01% 284
2016
Q2
$24K Hold
609
﹤0.01% 285
2016
Q1
$24K Hold
609
﹤0.01% 288
2015
Q4
$25K Hold
609
﹤0.01% 277
2015
Q3
$23K Hold
609
0.01% 294
2015
Q2
$23K Hold
609
0.01% 290
2015
Q1
$23K Buy
+609
New +$23K 0.01% 289