Buckingham Strategic Wealth’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $125K | Buy |
4,401
+319
| +8% | +$9.03K | ﹤0.01% | 729 |
|
|
2024
Q1 | $158K | Buy |
4,082
+10
| +0.2% | +$388 | ﹤0.01% | 718 |
|
|
2023
Q4 | $223K | Buy |
4,072
+226
| +6% | +$12.4K | ﹤0.01% | 657 |
|
|
2023
Q3 | $174K | Sell |
3,846
-384
| -9% | -$17.4K | ﹤0.01% | 641 |
|
|
2023
Q2 | $192K | Buy |
4,230
+67
| +2% | +$3.04K | ﹤0.01% | 643 |
|
|
2023
Q1 | $243K | Hold |
4,163
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $243K | Sell |
4,163
-78
| -2% | -$4.56K | ﹤0.01% | 523 |
|
|
2022
Q3 | $242K | Buy |
4,241
+31
| +0.7% | +$1.77K | ﹤0.01% | 511 |
|
|
2022
Q2 | $258K | Buy |
4,210
+207
| +5% | +$12.7K | 0.01% | 496 |
|
|
2022
Q1 | $265K | Buy |
4,003
+16
| +0.4% | +$1.06K | 0.01% | 500 |
|
|
2021
Q4 | $253K | Sell |
3,987
-43
| -1% | -$2.73K | ﹤0.01% | 517 |
|
|
2021
Q3 | $246K | Buy |
4,030
+59
| +1% | +$3.6K | 0.01% | 512 |
|
|
2021
Q2 | $260K | Sell |
3,971
-663
| -14% | -$43.4K | 0.01% | 489 |
|
|
2021
Q1 | $282K | Sell |
4,634
-605
| -12% | -$36.8K | 0.01% | 450 |
|
|
2020
Q4 | $334K | Buy |
5,239
+4
| +0.1% | +$255 | 0.02% | 399 |
|
|
2020
Q3 | $281K | Buy |
5,235
+3,304
| +171% | +$177K | 0.02% | 384 |
|
|
2020
Q2 | $113K | Sell |
1,931
-3,242
| -63% | -$190K | 0.01% | 394 |
|
|
2020
Q1 | $256K | Sell |
5,173
-2,085
| -29% | -$103K | 0.02% | 379 |
|
|
2019
Q4 | $519K | Sell |
7,258
-137
| -2% | -$9.8K | 0.05% | 238 |
|
|
2019
Q3 | $463K | Sell |
7,395
-42
| -0.6% | -$2.63K | 0.05% | 242 |
|
|
2019
Q2 | $415K | Buy |
7,437
+278
| +4% | +$15.5K | 0.05% | 276 |
|
|
2019
Q1 | $406K | Buy |
7,159
+461
| +7% | +$26.1K | 0.05% | 263 |
|
|
2018
Q4 | $382K | Sell |
6,698
-11
| -0.2% | -$627 | 0.06% | 230 |
|
|
2018
Q3 | $424K | Buy |
6,709
+953
| +17% | +$60.2K | 0.07% | 216 |
|
|
2018
Q2 | $390K | Buy |
5,756
+3,769
| +190% | +$255K | 0.06% | 223 |
|
|
2018
Q1 | $124K | Buy |
+1,987
| New | +$124K | 0.02% | 302 |
|
|
2016
Q3 | – | Sell |
-1,361
| Closed | -$54K | – | 246 |
|
|
2016
Q2 | $54K | Buy |
+1,361
| New | +$54K | 0.02% | 242 |
|