CAPTRUST Financial Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.38M | Sell |
|
|||||
|
2025
Q2 | $3.98M | Buy |
|
|||||
|
2025
Q1 | $3.81M | Buy |
|
|||||
|
2024
Q4 | $2.88M | Buy |
|
|||||
|
2024
Q3 | $2.08M | Buy |
|
|||||
|
2024
Q2 | $209K | Sell |
|
|||||
|
2024
Q1 | $308K | Sell |
|
|||||
|
2023
Q4 | $629K | Buy |
|
|||||
|
2023
Q3 | $511K | Buy |
|
|||||
|
2023
Q2 | $355K | Sell |
|
|||||
|
2023
Q1 | $351K | Sell |
|
|||||
|
2022
Q4 | $532K | Buy |
|
|||||
|
2022
Q3 | $467K | Sell |
|
|||||
|
2022
Q2 | $778K | Buy |
|
|||||
|
2022
Q1 | $318K | Sell |
|
|||||
|
2021
Q4 | $780K | Buy |
|
|||||
|
2021
Q3 | $649K | Sell |
|
|||||
|
2021
Q2 | $699K | Buy |
|
|||||
|
2021
Q1 | $620K | Buy |
|
|||||
|
2020
Q4 | $642K | Buy |
|
|||||
|
2020
Q3 | $92K | Sell |
|
|||||
|
2020
Q2 | $573K | Buy |
|
|||||
|
2020
Q1 | $397K | Sell |
|
|||||
|
2019
Q4 | $617K | Buy |
|
|||||
|
2019
Q3 | $69K | Sell |
|
|||||
|
2019
Q2 | $67K | Buy |
|
|||||
|
2019
Q1 | $62K | Buy |
|
|||||
|
2018
Q4 | $61K | Sell |
|
|||||
|
2018
Q3 | $84K | Sell |
|
|||||
|
2018
Q2 | $546K | Buy |
|
|||||
|
2018
Q1 | $486K | Hold |
|
|||||
|
2017
Q4 | $427K | Buy |
|