Clearstead Trust’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.9K Buy
1,085
+50
+5% +$1.15K ﹤0.01% 394
2025
Q1
$23.3K Buy
1,035
+564
+120% +$12.7K 0.01% 338
2024
Q4
$10.7K Buy
+471
New +$10.7K ﹤0.01% 352