Creative Planning’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
96,829
-2,645
| -3% | -$60.8K | ﹤0.01% | 1239 |
|
|
2025
Q1 | $2.24M | Sell |
99,474
-1,800
| -2% | -$40.6K | ﹤0.01% | 1099 |
|
|
2024
Q4 | $2.31M | Sell |
101,274
-8,343
| -8% | -$190K | ﹤0.01% | 1042 |
|
|
2024
Q3 | $2.59M | Buy |
109,617
+25,178
| +30% | +$595K | ﹤0.01% | 933 |
|
|
2024
Q2 | $2.39M | Buy |
84,439
+9,123
| +12% | +$258K | ﹤0.01% | 915 |
|
|
2024
Q1 | $2.92M | Sell |
75,316
-3,257
| -4% | -$126K | ﹤0.01% | 816 |
|
|
2023
Q4 | $4.3M | Buy |
78,573
+627
| +0.8% | +$34.3K | 0.01% | 607 |
|
|
2023
Q3 | $3.52M | Buy |
77,946
+25,188
| +48% | +$1.14M | ﹤0.01% | 635 |
|
|
2023
Q2 | $2.39M | Buy |
52,758
+792
| +2% | +$35.9K | ﹤0.01% | 737 |
|
|
2023
Q1 | $2.06M | Buy |
51,966
+1,916
| +4% | +$76.1K | ﹤0.01% | 759 |
|
|
2022
Q4 | $2.92M | Buy |
50,050
+1,267
| +3% | +$74K | ﹤0.01% | 623 |
|
|
2022
Q3 | $2.79M | Buy |
48,783
+9
| +0% | +$514 | ﹤0.01% | 588 |
|
|
2022
Q2 | $2.99M | Buy |
48,774
+973
| +2% | +$59.6K | ﹤0.01% | 586 |
|
|
2022
Q1 | $3.17M | Sell |
47,801
-617
| -1% | -$40.9K | ﹤0.01% | 578 |
|
|
2021
Q4 | $3.08M | Sell |
48,418
-5,015
| -9% | -$319K | ﹤0.01% | 562 |
|
|
2021
Q3 | $3.26M | Buy |
53,433
+2,067
| +4% | +$126K | 0.01% | 537 |
|
|
2021
Q2 | $3.36M | Sell |
51,366
-83,239
| -62% | -$5.44M | 0.01% | 509 |
|
|
2021
Q1 | $8.2M | Sell |
134,605
-2,313
| -2% | -$141K | 0.02% | 306 |
|
|
2020
Q4 | $8.72M | Sell |
136,918
-7,164
| -5% | -$456K | 0.02% | 275 |
|
|
2020
Q3 | $7.72M | Sell |
144,082
-2,999
| -2% | -$161K | 0.02% | 245 |
|
|
2020
Q2 | $8.63M | Sell |
147,081
-5,418
| -4% | -$318K | 0.03% | 204 |
|
|
2020
Q1 | $7.53M | Sell |
152,499
-4,344
| -3% | -$215K | 0.03% | 200 |
|
|
2019
Q4 | $11.2M | Sell |
156,843
-925
| -0.6% | -$66.1K | 0.03% | 173 |
|
|
2019
Q3 | $9.87M | Buy |
157,768
+255
| +0.2% | +$16K | 0.03% | 178 |
|
|
2019
Q2 | $8.79M | Sell |
157,513
-8,964
| -5% | -$500K | 0.03% | 199 |
|
|
2019
Q1 | $9.44M | Buy |
166,477
+12,964
| +8% | +$735K | 0.03% | 170 |
|
|
2018
Q4 | $8.77M | Sell |
153,513
-4,138
| -3% | -$236K | 0.04% | 165 |
|
|
2018
Q3 | $9.96M | Sell |
157,651
-50
| -0% | -$3.16K | 0.04% | 165 |
|
|
2018
Q2 | $10.7M | Buy |
157,701
+746
| +0.5% | +$50.5K | 0.04% | 148 |
|
|
2018
Q1 | $9.79M | Buy |
156,955
+472
| +0.3% | +$29.5K | 0.04% | 152 |
|
|
2017
Q4 | $8.39M | Sell |
156,483
-4,031
| -3% | -$216K | 0.04% | 164 |
|
|
2017
Q3 | $8.86M | Buy |
160,514
+3,720
| +2% | +$205K | 0.04% | 151 |
|
|
2017
Q2 | $8.58M | Buy |
156,794
+410
| +0.3% | +$22.4K | 0.04% | 152 |
|
|
2017
Q1 | $8.05M | Buy |
156,384
+1,566
| +1% | +$80.7K | 0.04% | 158 |
|
|
2016
Q4 | $6.89M | Buy |
154,818
+303
| +0.2% | +$13.5K | 0.04% | 169 |
|
|
2016
Q3 | $6.44M | Buy |
154,515
+76,192
| +97% | +$3.18M | 0.04% | 169 |
|
|
2016
Q2 | $3.09M | Sell |
78,323
-722
| -0.9% | -$28.5K | 0.02% | 249 |
|
|
2016
Q1 | $3.12M | Sell |
79,045
-1,905
| -2% | -$75.2K | 0.02% | 230 |
|
|
2015
Q4 | $3.3M | Sell |
80,950
-1,096
| -1% | -$44.6K | 0.03% | 226 |
|
|
2015
Q3 | $3.07M | Buy |
82,046
+1,167
| +1% | +$43.7K | 0.03% | 217 |
|
|
2015
Q2 | $3.02M | Sell |
80,879
-3,989
| -5% | -$149K | 0.03% | 215 |
|
|
2015
Q1 | $3.24M | Buy |
84,868
+4,296
| +5% | +$164K | 0.03% | 198 |
|
|
2014
Q4 | $2.82M | Buy |
80,572
+43,964
| +120% | +$1.54M | 0.03% | 206 |
|
|
2014
Q3 | $1.28M | Sell |
36,608
-12,217
| -25% | -$427K | 0.01% | 336 |
|
|
2014
Q2 | $1.69M | Buy |
48,825
+2,199
| +5% | +$76.1K | 0.02% | 262 |
|
|
2014
Q1 | $1.49M | Buy |
46,626
+877
| +2% | +$28.1K | 0.02% | 260 |
|
|
2013
Q4 | $1.6M | Buy |
45,749
+1,883
| +4% | +$65.7K | 0.03% | 214 |
|
|
2013
Q3 | $1.7M | Buy |
43,866
+2,561
| +6% | +$99.3K | 0.03% | 172 |
|
|
2013
Q2 | $1.38M | Buy |
+41,305
| New | +$1.38M | 0.03% | 185 |
|