Clearstead 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 | $944K | Buy |
41,077
+1,593
| +4% | +$36.6K | 0.01% | 459 |
|
|
2025
Q1 | $890K | Buy |
39,484
+1,124
| +3% | +$25.3K | 0.01% | 441 |
|
|
2024
Q4 | $875K | Sell |
38,360
-12,144
| -24% | -$277K | 0.01% | 438 |
|
|
2024
Q3 | $1.19M | Buy |
50,504
+41,177
| +441% | +$974K | 0.02% | 387 |
|
|
2024
Q2 | $264K | Buy |
9,327
+9,047
| +3,231% | +$256K | ﹤0.01% | 726 |
|
|
2024
Q1 | $8.78K | Buy |
280
+239
| +583% | +$7.49K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $2.22K | Buy |
+41
| New | +$2.22K | ﹤0.01% | 1269 |
|
|
2023
Q1 | – | Sell |
-107
| Closed | -$6.27K | – | 1425 |
|
|
2022
Q4 | $6.27K | Sell |
107
-29
| -21% | -$1.7K | ﹤0.01% | 960 |
|
|
2022
Q3 | $8K | Buy |
+136
| New | +$8K | ﹤0.01% | 917 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$2K | – | 1413 |
|
|
2021
Q3 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1148 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | -$1K | – | 925 |
|
|
2020
Q2 | $1K | Sell |
13
-101
| -89% | -$7.77K | ﹤0.01% | 770 |
|
|
2020
Q1 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 627 |
|
|
2017
Q1 | – | Sell |
-1,035
| Closed | -$46K | – | 227 |
|
|
2016
Q4 | $46K | Buy |
+1,035
| New | +$46K | 0.01% | 205 |
|