Avantax Advisory Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,736
| Closed | -$77.4K | – | 2192 |
|
|
2024
Q2 | $77.4K | Buy |
2,736
+167
| +7% | +$4.73K | ﹤0.01% | 2023 |
|
|
2024
Q1 | $99.7K | Buy |
2,569
+75
| +3% | +$2.91K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $136K | Buy |
2,494
+1,279
| +105% | +$70K | ﹤0.01% | 1513 |
|
|
2023
Q3 | $54.9K | Buy |
1,215
+84
| +7% | +$3.8K | ﹤0.01% | 1508 |
|
|
2023
Q2 | $51.2K | Buy |
+1,131
| New | +$51.2K | ﹤0.01% | 1475 |
|
|
2022
Q2 | – | Sell |
-1,347
| Closed | -$89K | – | 1382 |
|
|
2022
Q1 | $89K | Sell |
1,347
-288
| -18% | -$19K | ﹤0.01% | 1243 |
|
|
2021
Q4 | $104K | Buy |
1,635
+153
| +10% | +$9.73K | ﹤0.01% | 1212 |
|
|
2021
Q3 | $90K | Buy |
+1,482
| New | +$90K | ﹤0.01% | 1150 |
|
|
2020
Q4 | – | Sell |
-2,464
| Closed | -$134K | – | 1293 |
|
|
2020
Q3 | $134K | Buy |
2,464
+989
| +67% | +$53.8K | ﹤0.01% | 1275 |
|
|
2020
Q2 | $88K | Buy |
1,475
+339
| +30% | +$20.2K | ﹤0.01% | 821 |
|
|
2020
Q1 | $55K | Buy |
+1,136
| New | +$55K | ﹤0.01% | 773 |
|
|
2019
Q4 | – | Sell |
-2,191
| Closed | -$137K | – | 846 |
|
|
2019
Q3 | $137K | Buy |
2,191
+4
| +0.2% | +$250 | 0.01% | 550 |
|
|
2019
Q2 | $122K | Sell |
2,187
-11
| -0.5% | -$614 | 0.01% | 501 |
|
|
2019
Q1 | $125K | Buy |
2,198
+149
| +7% | +$8.47K | 0.01% | 475 |
|
|
2018
Q4 | $117K | Buy |
+2,049
| New | +$117K | 0.02% | 395 |
|