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Concourse Financial Group Securities’s SiriusXM SIRI Stock Holding History

Concourse Financial Group Securities’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$8.84K – 1718
2024
Q4 		$8.84K Sell
400
-16
-4% -$408 ﹤0.01% 1747
2024
Q3 		$9.84K Buy
416
+16
+4% +$497 ﹤0.01% 1696
2024
Q2 		$11.3K Hold
400
– – ﹤0.01% 1655
2024
Q1 		$15.5K Hold
400
– – ﹤0.01% 1574
2023
Q4 		$21.9K Hold
400
– – ﹤0.01% 1465
2023
Q3 		$18.1K Hold
400
– – ﹤0.01% 1476
2023
Q2 		$18.1K Hold
400
– – ﹤0.01% 1471
2023
Q1 		$15.9K Hold
400
– – ﹤0.01% 1532
2022
Q4 		$23.4K Sell
400
-40
-9% -$2.46K ﹤0.01% 1410
2022
Q3 		$25K Sell
440
-46
-9% -$2.89K ﹤0.01% 1228
2022
Q2 		$30K Hold
486
– – ﹤0.01% 1295
2022
Q1 		$32K Sell
486
-122
-20% -$7.68K ﹤0.01% 1317
2021
Q4 		$39K Hold
608
– – ﹤0.01% 1387
2021
Q3 		$37K Hold
608
– – ﹤0.01% 1435
2021
Q2 		$40K Hold
608
– – ﹤0.01% 1403
2021
Q1 		$37K Hold
608
– – ﹤0.01% 1345
2020
Q4 		$39K Hold
608
– – ﹤0.01% 1230
2020
Q3 		$33K Buy
608
+40
+7% +$2.29K ﹤0.01% 1205
2020
Q2 		$33K Hold
568
– – ﹤0.01% 1113
2020
Q1 		$28K Hold
568
– – ﹤0.01% 1114
2019
Q4 		$41K Buy
568
+168
+42% +$11.3K ﹤0.01% 1012
2019
Q3 		$25K Sell
400
-302
-43% -$18.6K 0.01% 887
2019
Q2 		$39K Buy
702
+312
+80% +$17.7K ﹤0.01% 958
2019
Q1 		$22K Sell
390
-930
-70% -$55.4K ﹤0.01% 1233
2018
Q4 		$75K Buy
+1,320
New +$80.3K 0.01% 702

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Concourse Financial Group Securities's SIRI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of SiriusXM (SIRI) in Q1 2025, closing a stake of 400 shares — an estimated $8.84K sold.

Concourse Financial Group Securities first reported a position in SIRI in Q4 2018 and held it in 25 quarters. The position peaked at $75K in Q4 2018. 554 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining SiriusXM position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 400 SiriusXM shares in Q1 2025, an estimated $8.84K.
  • Concourse Financial Group Securities first reported a position in SiriusXM in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's SiriusXM position peaked at $75K in Q4 2018.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.