Concord Wealth Partners’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597 | Hold |
26
| – | – | ﹤0.01% | 779 |
|
|
2025
Q1 | $586 | Buy |
+26
| New | +$586 | ﹤0.01% | 750 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 1353 |
|
|
2022
Q1 | $0 | Sell |
2
-10
| -83% | – | ﹤0.01% | 1369 |
|
|
2021
Q4 | $1K | Sell |
12
-204
| -94% | -$17K | ﹤0.01% | 1261 |
|
|
2021
Q3 | $13K | Buy |
216
+2
| +0.9% | +$120 | 0.01% | 440 |
|
|
2021
Q2 | $14K | Hold |
214
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $13K | Hold |
214
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $14K | Buy |
+214
| New | +$14K | 0.01% | 341 |
|