Forum Financial Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,172
| Closed | -$61.5K | – | 784 |
|
|
2024
Q2 | $61.5K | Buy |
2,172
+174
| +9% | +$4.92K | ﹤0.01% | 706 |
|
|
2024
Q1 | $77.5K | Buy |
1,998
+200
| +11% | +$7.76K | ﹤0.01% | 732 |
|
|
2023
Q4 | $98.3K | Buy |
1,798
+701
| +64% | +$38.3K | ﹤0.01% | 674 |
|
|
2023
Q3 | $49.6K | Hold |
1,097
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $49.7K | Buy |
1,097
+10
| +0.9% | +$453 | ﹤0.01% | 651 |
|
|
2023
Q1 | $43.1K | Hold |
1,087
| – | – | ﹤0.01% | 613 |
|
|
2022
Q4 | $63.5K | Hold |
1,087
| – | – | ﹤0.01% | 585 |
|
|
2022
Q3 | $62K | Buy |
1,087
+1
| +0.1% | +$57 | ﹤0.01% | 529 |
|
|
2022
Q2 | $67K | Sell |
1,086
-100
| -8% | -$6.17K | ﹤0.01% | 561 |
|
|
2022
Q1 | $78K | Hold |
1,186
| – | – | ﹤0.01% | 599 |
|
|
2021
Q4 | $75K | Buy |
+1,186
| New | +$75K | ﹤0.01% | 645 |
|