Cassaday & Co Wealth Management’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 | $979K | Buy |
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|
2025
Q2 | $506K | Buy |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $57.9K | Hold |
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|
2024
Q1 | $79.4K | Hold |
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|
2023
Q4 | $112K | Hold |
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|
2023
Q3 | $92.5K | Hold |
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|
2023
Q2 | $92.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $119K | Buy |
|