Atria Investments’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-17,778
| Closed | -$401K | – | 2068 |
|
2025
Q1 | $401K | Buy |
+17,778
| New | +$401K | 0.01% | 1469 |
|
2024
Q3 | – | Sell |
-1,772
| Closed | -$50.2K | – | 2038 |
|
2024
Q2 | $50.2K | Buy |
+1,772
| New | +$50.2K | ﹤0.01% | 1889 |
|
2020
Q1 | – | Sell |
-1,779
| Closed | -$127K | – | 1089 |
|
2019
Q4 | $127K | Sell |
1,779
-3,937
| -69% | -$281K | ﹤0.01% | 1176 |
|
2019
Q3 | $358K | Buy |
5,716
+2,377
| +71% | +$149K | 0.01% | 665 |
|
2019
Q2 | $200K | Buy |
3,339
+328
| +11% | +$19.6K | 0.01% | 910 |
|
2019
Q1 | $171K | Sell |
3,011
-150
| -5% | -$8.52K | 0.01% | 886 |
|
2018
Q4 | $181K | Hold |
3,161
| – | – | 0.01% | 827 |
|
2018
Q3 | $200K | Hold |
3,161
| – | – | 0.01% | 942 |
|
2018
Q2 | $214K | Buy |
3,161
+18
| +0.6% | +$1.22K | 0.01% | 885 |
|
2018
Q1 | $196K | Sell |
3,143
-228
| -7% | -$14.2K | 0.01% | 830 |
|
2017
Q4 | $181K | Sell |
3,371
-4,467
| -57% | -$240K | 0.01% | 782 |
|
2017
Q3 | $433K | Sell |
7,838
-1,434
| -15% | -$79.2K | 0.02% | 490 |
|
2017
Q2 | $507K | Buy |
9,272
+2,651
| +40% | +$145K | 0.03% | 430 |
|
2017
Q1 | $341K | Buy |
6,621
+1,367
| +26% | +$70.4K | 0.02% | 482 |
|
2016
Q4 | $234K | Buy |
5,254
+648
| +14% | +$28.9K | 0.02% | 554 |
|
2016
Q3 | $192K | Buy |
4,606
+716
| +18% | +$29.8K | 0.02% | 518 |
|
2016
Q2 | $158K | Buy |
3,890
+353
| +10% | +$14.3K | 0.02% | 447 |
|
2016
Q1 | $140K | Buy |
3,537
+441
| +14% | +$17.5K | 0.02% | 423 |
|
2015
Q4 | $118K | Sell |
3,096
-393
| -11% | -$15K | 0.01% | 390 |
|
2015
Q3 | $130K | Hold |
3,489
| – | – | 0.02% | 335 |
|
2015
Q2 | $130K | Buy |
3,489
+4
| +0.1% | +$149 | 0.02% | 387 |
|
2015
Q1 | $133K | Sell |
3,485
-60
| -2% | -$2.29K | 0.02% | 394 |
|
2014
Q4 | $124K | Sell |
3,545
-100
| -3% | -$3.5K | 0.01% | 408 |
|
2014
Q3 | $127K | Hold |
3,645
| – | – | 0.01% | 449 |
|
2014
Q2 | $126K | Hold |
3,645
| – | – | 0.01% | 413 |
|
2014
Q1 | $117K | Buy |
3,645
+349
| +11% | +$11.2K | 0.01% | 419 |
|
2013
Q4 | $115K | Sell |
3,296
-254
| -7% | -$8.86K | 0.01% | 436 |
|
2013
Q3 | $138K | Hold |
3,550
| – | – | 0.01% | 440 |
|
2013
Q2 | $119K | Buy |
+3,550
| New | +$119K | 0.01% | 386 |
|