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Dougherty Wealth Advisers’s SiriusXM SIRI Stock Holding History

Dougherty Wealth Advisers’s Portfolio SIRI Stock Details SIRI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$84.9K Hold
3,694
– – 0.06% 66
2025
Q1 		$83.3K Hold
3,694
– – 0.06% 63
2024
Q4 		$84.2K Hold
3,694
– – 0.07% 65
2024
Q3 		$87.4K Buy
+3,694
New +$87.4K 0.07% 63