EverSource Wealth Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
5,950
+4,076
| +218% | +$93.6K | 0.01% | 1039 |
|
|
2025
Q1 | $42.3K | Buy |
1,874
+788
| +73% | +$17.8K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $24.8K | Buy |
1,086
+262
| +32% | +$5.97K | ﹤0.01% | 1509 |
|
|
2024
Q3 | $19.5K | Buy |
824
+501
| +155% | +$11.8K | ﹤0.01% | 1505 |
|
|
2024
Q2 | $11.2K | Buy |
323
+130
| +67% | +$4.49K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $5.67K | Sell |
193
-102
| -35% | -$3K | ﹤0.01% | 1988 |
|
|
2023
Q4 | $16.1K | Buy |
295
+30
| +11% | +$1.64K | ﹤0.01% | 1338 |
|
|
2023
Q3 | $12K | Sell |
265
-50
| -16% | -$2.26K | ﹤0.01% | 1350 |
|
|
2023
Q2 | $14.3K | Buy |
315
+50
| +19% | +$2.26K | ﹤0.01% | 1290 |
|
|
2023
Q1 | $10.5K | Hold |
265
| – | – | ﹤0.01% | 1330 |
|
|
2022
Q4 | $15.5K | Buy |
+265
| New | +$15.5K | ﹤0.01% | 1156 |
|