CAPTRUST Financial Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
173,318
+4,220
| +2% | +$96.9K | 0.01% | 683 |
|
|
2025
Q1 | $3.81M | Buy |
169,098
+42,612
| +34% | +$961K | 0.01% | 660 |
|
|
2024
Q4 | $2.88M | Buy |
126,486
+38,652
| +44% | +$881K | 0.01% | 730 |
|
|
2024
Q3 | $2.08M | Buy |
87,834
+80,454
| +1,090% | +$1.9M | 0.01% | 840 |
|
|
2024
Q2 | $209K | Sell |
7,380
-565
| -7% | -$16K | ﹤0.01% | 2016 |
|
|
2024
Q1 | $308K | Sell |
7,945
-3,559
| -31% | -$138K | ﹤0.01% | 1760 |
|
|
2023
Q4 | $629K | Buy |
11,504
+202
| +2% | +$11K | ﹤0.01% | 1573 |
|
|
2023
Q3 | $511K | Buy |
11,302
+3,465
| +44% | +$157K | ﹤0.01% | 1634 |
|
|
2023
Q2 | $355K | Sell |
7,837
-996
| -11% | -$45.1K | ﹤0.01% | 1855 |
|
|
2023
Q1 | $351K | Sell |
8,833
-276
| -3% | -$11K | ﹤0.01% | 1634 |
|
|
2022
Q4 | $532K | Buy |
9,109
+926
| +11% | +$54.1K | ﹤0.01% | 1299 |
|
|
2022
Q3 | $467K | Sell |
8,183
-4,507
| -36% | -$257K | ﹤0.01% | 1281 |
|
|
2022
Q2 | $778K | Buy |
12,690
+7,886
| +164% | +$483K | 0.01% | 955 |
|
|
2022
Q1 | $318K | Sell |
4,804
-7,485
| -61% | -$495K | ﹤0.01% | 1411 |
|
|
2021
Q4 | $780K | Buy |
12,289
+1,650
| +16% | +$105K | 0.01% | 917 |
|
|
2021
Q3 | $649K | Sell |
10,639
-56
| -0.5% | -$3.42K | 0.01% | 922 |
|
|
2021
Q2 | $699K | Buy |
10,695
+514
| +5% | +$33.6K | 0.01% | 859 |
|
|
2021
Q1 | $620K | Buy |
10,181
+107
| +1% | +$6.52K | 0.01% | 873 |
|
|
2020
Q4 | $642K | Buy |
10,074
+8,448
| +520% | +$538K | 0.01% | 750 |
|
|
2020
Q3 | $92K | Sell |
1,626
-8,110
| -83% | -$459K | ﹤0.01% | 1374 |
|
|
2020
Q2 | $573K | Buy |
9,736
+1,184
| +14% | +$69.7K | 0.01% | 672 |
|
|
2020
Q1 | $397K | Sell |
8,552
-97
| -1% | -$4.5K | 0.01% | 641 |
|
|
2019
Q4 | $617K | Buy |
8,649
+7,550
| +687% | +$539K | 0.01% | 618 |
|
|
2019
Q3 | $69K | Sell |
1,099
-99
| -8% | -$6.22K | ﹤0.01% | 899 |
|
|
2019
Q2 | $67K | Buy |
1,198
+102
| +9% | +$5.71K | ﹤0.01% | 883 |
|
|
2019
Q1 | $62K | Buy |
1,096
+20
| +2% | +$1.13K | ﹤0.01% | 855 |
|
|
2018
Q4 | $61K | Sell |
1,076
-250
| -19% | -$14.2K | ﹤0.01% | 727 |
|
|
2018
Q3 | $84K | Sell |
1,326
-6,734
| -84% | -$427K | ﹤0.01% | 652 |
|
|
2018
Q2 | $546K | Buy |
8,060
+100
| +1% | +$6.77K | 0.03% | 244 |
|
|
2018
Q1 | $486K | Hold |
7,960
| – | – | 0.03% | 233 |
|
|
2017
Q4 | $427K | Buy |
+7,960
| New | +$427K | 0.03% | 241 |
|