Colonial Trust 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 | – | Sell |
-23
| Closed | -$519 | – | 727 |
|
|
2025
Q1 | $519 | Hold |
23
| – | – | ﹤0.01% | 647 |
|
|
2024
Q4 | $524 | Sell |
23
-79
| -77% | -$1.8K | ﹤0.01% | 650 |
|
|
2024
Q3 | $2.41K | Hold |
102
| – | – | ﹤0.01% | 675 |
|
|
2024
Q2 | $2.89K | Hold |
102
| – | – | ﹤0.01% | 656 |
|
|
2024
Q1 | $3.96K | Hold |
102
| – | – | ﹤0.01% | 728 |
|
|
2023
Q4 | $5.58K | Hold |
102
| – | – | ﹤0.01% | 596 |
|
|
2023
Q3 | $4.61K | Sell |
102
-135
| -57% | -$6.1K | ﹤0.01% | 622 |
|
|
2023
Q2 | $10.7K | Buy |
+237
| New | +$10.7K | ﹤0.01% | 516 |
|
|
2022
Q2 | – | Sell |
-1,379
| Closed | -$91K | – | 175 |
|
|
2022
Q1 | $91K | Sell |
1,379
-100
| -7% | -$6.6K | 0.01% | 179 |
|
|
2021
Q4 | $94K | Hold |
1,479
| – | – | 0.01% | 182 |
|
|
2021
Q3 | $90K | Hold |
1,479
| – | – | 0.01% | 185 |
|
|
2021
Q2 | $97K | Buy |
1,479
+100
| +7% | +$6.56K | 0.01% | 188 |
|
|
2021
Q1 | $84K | Sell |
1,379
-500
| -27% | -$30.5K | 0.01% | 180 |
|
|
2020
Q4 | $120K | Hold |
1,879
| – | – | 0.02% | 163 |
|
|
2020
Q3 | $101K | Sell |
1,879
-64,831
| -97% | -$3.48M | 0.02% | 152 |
|
|
2020
Q2 | $3.92M | Buy |
+66,710
| New | +$3.92M | 0.67% | 50 |
|