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 |
|