Financial Advocates Investment Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,539
| Closed | -$102K | – | 779 |
|
|
2022
Q1 | $102K | Buy |
1,539
+102
| +7% | +$6.76K | 0.01% | 707 |
|
|
2021
Q4 | $91K | Sell |
1,437
-2
| -0.1% | -$127 | 0.01% | 746 |
|
|
2021
Q3 | $88K | Sell |
1,439
-4,795
| -77% | -$293K | 0.01% | 725 |
|
|
2021
Q2 | $3.58M | Buy |
6,234
+4,789
| +331% | +$2.75M | 0.24% | 98 |
|
|
2021
Q1 | $88K | Buy |
1,445
+6
| +0.4% | +$365 | 0.01% | 718 |
|
|
2020
Q4 | $91K | Hold |
1,439
| – | – | 0.01% | 697 |
|
|
2020
Q3 | $77K | Sell |
1,439
-6
| -0.4% | -$321 | 0.01% | 606 |
|
|
2020
Q2 | $85K | Hold |
1,445
| – | – | 0.01% | 578 |
|
|
2020
Q1 | $71K | Sell |
1,445
-13
| -0.9% | -$639 | 0.01% | 458 |
|
|
2019
Q4 | $105K | Hold |
1,458
| – | – | 0.01% | 496 |
|
|
2019
Q3 | $92K | Buy |
1,458
+10
| +0.7% | +$631 | 0.01% | 471 |
|
|
2019
Q2 | $81K | Hold |
1,448
| – | – | 0.01% | 458 |
|
|
2019
Q1 | $82K | Sell |
1,448
-50
| -3% | -$2.83K | 0.01% | 451 |
|
|
2018
Q4 | $86K | Buy |
+1,498
| New | +$86K | 0.01% | 414 |
|
|
2018
Q3 | – | Sell |
-1,676
| Closed | -$115K | – | 524 |
|
|
2018
Q2 | $115K | Buy |
1,676
+205
| +14% | +$14.1K | 0.01% | 477 |
|
|
2018
Q1 | $92K | Buy |
+1,471
| New | +$92K | 0.01% | 477 |
|