Evergreen Capital Management’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$675K Sell
29,372
-2,087
-7% -$47.9K 0.02% 457
2025
Q1
$709K Buy
31,459
+1,769
+6% +$39.9K 0.02% 396
2024
Q4
$677K Sell
29,690
-1,366
-4% -$31.1K 0.02% 421
2024
Q3
$734K Buy
31,056
+29,809
+2,390% +$705K 0.02% 389
2024
Q2
$35.3K Sell
1,247
-20
-2% -$566 ﹤0.01% 938
2024
Q1
$49.2K Sell
1,267
-837
-40% -$32.5K ﹤0.01% 859
2023
Q4
$115K Buy
2,104
+888
+73% +$48.6K ﹤0.01% 811
2023
Q3
$55K Sell
1,216
-80
-6% -$3.62K ﹤0.01% 779
2023
Q2
$58.7K Sell
1,296
-373
-22% -$16.9K ﹤0.01% 793
2023
Q1
$66.3K Buy
+1,669
New +$66.3K ﹤0.01% 705