Center for Financial Planning’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02K | Hold |
88
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $1.98K | Hold |
88
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $2.01K | Hold |
88
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $2.08K | Buy |
+88
| New | +$2.08K | ﹤0.01% | 494 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 562 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 525 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$19K | – | 538 |
|
|
2020
Q4 | $19K | Hold |
300
| – | – | 0.01% | 289 |
|
|
2020
Q3 | $16K | Hold |
300
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $18K | Hold |
300
| – | – | 0.01% | 271 |
|
|
2020
Q1 | $15K | Hold |
300
| – | – | 0.01% | 282 |
|
|
2019
Q4 | $21K | Buy |
+300
| New | +$21K | 0.01% | 259 |
|