Bogart Wealth LLC’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3K | Hold |
187
| – | – | ﹤0.01% | 964 |
|
|
2025
Q1 | $4.22K | Hold |
187
| – | – | ﹤0.01% | 921 |
|
|
2024
Q4 | $4.26K | Hold |
187
| – | – | ﹤0.01% | 915 |
|
|
2024
Q3 | $4.42K | Sell |
187
-1
| -0.5% | -$24 | ﹤0.01% | 853 |
|
|
2024
Q2 | $5.31K | Buy |
188
+5
| +3% | +$141 | ﹤0.01% | 777 |
|
|
2024
Q1 | $7.12K | Hold |
183
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $10K | Hold |
183
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $8.29K | Buy |
183
+176
| +2,514% | +$7.97K | ﹤0.01% | 634 |
|
|
2023
Q2 | $333 | Hold |
7
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q1 | $291 | Sell |
7
-5
| -42% | -$208 | ﹤0.01% | 1063 |
|
|
2022
Q4 | $678 | Buy |
12
+5
| +71% | +$283 | ﹤0.01% | 888 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 987 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 861 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 724 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 705 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 554 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 473 |
|
|
2020
Q1 | $0 | Buy |
7
+3
| +75% | – | ﹤0.01% | 462 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 387 |
|
|
2019
Q2 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 366 |
|
|
2019
Q1 | $0 | Sell |
8
-92
| -92% | – | ﹤0.01% | 377 |
|
|
2018
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 282 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 353 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 286 |
|
|
2017
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 269 |
|