Bogart Wealth LLC’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.08K | Sell |
206
-26
| -11% | -$699 | ﹤0.01% | 1150 |
|
|
2026
Q1 | $5.36K | Buy |
232
+21
| +10% | +$451 | ﹤0.01% | 1046 |
|
|
2025
Q4 | $4.22K | Hold |
211
| – | – | ﹤0.01% | 1041 |
|
|
2025
Q3 | $4.91K | Buy |
211
+24
| +13% | +$555 | ﹤0.01% | 982 |
|
|
2025
Q2 | $4.29K | Hold |
187
| – | – | ﹤0.01% | 969 |
|
|
2025
Q1 | $4.22K | Hold |
187
| – | – | ﹤0.01% | 930 |
|
|
2024
Q4 | $4.26K | Hold |
187
| – | – | ﹤0.01% | 922 |
|
|
2024
Q3 | $4.42K | Sell |
187
-1
| -0.5% | -$31 | ﹤0.01% | 853 |
|
|
2024
Q2 | $5.31K | Buy |
188
+5
| +3% | +$149 | ﹤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% | +$8.18K | ﹤0.01% | 634 |
|
|
2023
Q2 | $333 | Hold |
7
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q1 | $291 | Sell |
7
-5
| -42% | -$239 | ﹤0.01% | 1064 |
|
|
2022
Q4 | $678 | Buy |
12
+5
| +71% | +$307 | ﹤0.01% | 889 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 970 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 845 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 812 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 767 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 725 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 664 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 483 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 468 |
|
|
2020
Q1 | $0 | Buy |
7
+3
| +75% | +$196 | ﹤0.01% | 457 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 407 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 381 |
|
|
2019
Q2 | $0 | Sell |
4
-4
| -50% | -$228 | ﹤0.01% | 365 |
|
|
2019
Q1 | $0 | Sell |
8
-92
| -92% | -$5.48K | ﹤0.01% | 375 |
|
|
2018
Q4 | $5K | Buy |
+100
| New | +$6.08K | ﹤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 | +$5.53K | ﹤0.01% | 269 |
|
Other funds holding SIRI
KCMH
CCM
GCM
Bogart Wealth LLC's SIRI Position: Q2 2026 in Review
Bogart Wealth LLC reduced its SiriusXM (SIRI) stake by 11% in Q2 2026, selling an estimated $699 and leaving 206 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.
Bogart Wealth LLC first reported a position in SIRI in Q3 2017 and has held it in 35 quarters since. The position peaked at $10K in Q4 2023. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.
- Bogart Wealth LLC held 206 shares of SiriusXM worth $6.08K as of Q2 2026.
- Bogart Wealth LLC sold 26 SiriusXM shares in Q2 2026, an estimated $699.
- SiriusXM made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1150 holding.
- Bogart Wealth LLC first reported a position in SiriusXM in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's SiriusXM position peaked at $10K in Q4 2023.
- 602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.