Cassaday & Co Wealth Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
22,046
+3,302
| +18% | +$75.8K | 0.01% | 207 |
|
|
2025
Q1 | $423K | Buy |
18,744
+8,198
| +78% | +$185K | 0.01% | 215 |
|
|
2024
Q4 | $240K | Buy |
+10,546
| New | +$240K | 0.01% | 287 |
|
|
2024
Q3 | – | Sell |
-2,046
| Closed | -$57.9K | – | 316 |
|
|
2024
Q2 | $57.9K | Hold |
2,046
| – | – | ﹤0.01% | 288 |
|
|
2024
Q1 | $79.4K | Hold |
2,046
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $112K | Hold |
2,046
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $92.5K | Hold |
2,046
| – | – | ﹤0.01% | 257 |
|
|
2023
Q2 | $92.7K | Buy |
+2,046
| New | +$92.7K | ﹤0.01% | 253 |
|
|
2023
Q1 | – | Sell |
-2,046
| Closed | -$119K | – | 263 |
|
|
2022
Q4 | $119K | Buy |
+2,046
| New | +$119K | 0.01% | 249 |
|