Corient Private Wealth’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Buy
33,132
+15,873
+92% +$365K ﹤0.01% 1570
2025
Q1
$389K Sell
17,259
-3,616
-17% -$81.5K ﹤0.01% 1722
2024
Q4
$476K Sell
20,875
-10,677
-34% -$243K ﹤0.01% 1647
2024
Q3
$746K Buy
31,552
+20,499
+185% +$485K ﹤0.01% 1517
2024
Q2
$313K Sell
11,053
-1,335
-11% -$37.8K ﹤0.01% 1872
2024
Q1
$481K Sell
12,388
-559
-4% -$21.7K ﹤0.01% 1641
2023
Q4
$708K Sell
12,947
-995
-7% -$54.4K ﹤0.01% 1432
2023
Q3
$631K Sell
13,942
-19
-0.1% -$860 ﹤0.01% 1363
2023
Q2
$632K Buy
13,961
+1,412
+11% +$64K ﹤0.01% 1336
2023
Q1
$496K Sell
12,549
-330
-3% -$13.1K ﹤0.01% 1376
2022
Q4
$734K Buy
+12,879
New +$734K ﹤0.01% 1010