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 |
|