Geneos Wealth 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 | $34K | Sell |
1,478
-3,065
| -67% | -$70.4K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $102K | Buy |
4,543
+3,200
| +238% | +$72.2K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $30.6K | Buy |
1,343
+1,144
| +575% | +$26.1K | ﹤0.01% | 1533 |
|
|
2024
Q3 | $4.7K | Sell |
199
-120
| -38% | -$2.84K | ﹤0.01% | 2088 |
|
|
2024
Q2 | $9.02K | Buy |
319
+20
| +7% | +$566 | ﹤0.01% | 1573 |
|
|
2024
Q1 | $11.6K | Hold |
299
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q4 | $16.3K | Sell |
299
-10
| -3% | -$547 | ﹤0.01% | 1425 |
|
|
2023
Q3 | $14K | Sell |
309
-221
| -42% | -$9.98K | ﹤0.01% | 1481 |
|
|
2023
Q2 | $24K | Buy |
530
+2
| +0.4% | +$91 | ﹤0.01% | 1312 |
|
|
2023
Q1 | $21K | Sell |
528
-49
| -8% | -$1.95K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $33.7K | Buy |
577
+1
| +0.2% | +$58 | ﹤0.01% | 1186 |
|
|
2022
Q3 | $32K | Sell |
576
-1,505
| -72% | -$83.6K | ﹤0.01% | 1183 |
|
|
2022
Q2 | $129K | Sell |
2,081
-29
| -1% | -$1.8K | 0.01% | 909 |
|
|
2022
Q1 | $139K | Buy |
2,110
+12
| +0.6% | +$791 | 0.01% | 956 |
|
|
2021
Q4 | $133K | Buy |
2,098
+30
| +1% | +$1.9K | 0.01% | 1064 |
|
|
2021
Q3 | $126K | Buy |
2,068
+32
| +2% | +$1.95K | ﹤0.01% | 1069 |
|
|
2021
Q2 | $134K | Buy |
2,036
+146
| +8% | +$9.61K | 0.01% | 1037 |
|
|
2021
Q1 | $115K | Sell |
1,890
-774
| -29% | -$47.1K | ﹤0.01% | 1238 |
|
|
2020
Q4 | $131K | Sell |
2,664
-673
| -20% | -$33.1K | 0.01% | 1021 |
|
|
2020
Q3 | $170K | Buy |
3,337
+309
| +10% | +$15.7K | 0.01% | 736 |
|
|
2020
Q2 | $167K | Sell |
3,028
-361
| -11% | -$19.9K | 0.01% | 720 |
|
|
2020
Q1 | $167K | Sell |
3,389
-506
| -13% | -$24.9K | 0.01% | 673 |
|
|
2019
Q4 | $277K | Sell |
3,895
-6
| -0.2% | -$427 | 0.01% | 583 |
|
|
2019
Q3 | $242K | Sell |
3,901
-69
| -2% | -$4.28K | 0.01% | 586 |
|
|
2019
Q2 | $221K | Sell |
3,970
-48
| -1% | -$2.67K | 0.01% | 635 |
|
|
2019
Q1 | $227K | Buy |
4,018
+211
| +6% | +$11.9K | 0.02% | 606 |
|
|
2018
Q4 | $217K | Sell |
3,807
-86
| -2% | -$4.9K | 0.02% | 579 |
|
|
2018
Q3 | $246K | Sell |
3,893
-1,890
| -33% | -$119K | 0.02% | 570 |
|
|
2018
Q2 | $391K | Sell |
5,783
-472
| -8% | -$31.9K | 0.03% | 373 |
|
|
2018
Q1 | $390K | Buy |
6,255
+250
| +4% | +$15.6K | 0.03% | 357 |
|
|
2017
Q4 | $321K | Sell |
6,005
-217
| -3% | -$11.6K | 0.03% | 407 |
|
|
2017
Q3 | $343K | Sell |
6,222
-239
| -4% | -$13.2K | 0.03% | 375 |
|
|
2017
Q2 | $353K | Buy |
6,461
+278
| +4% | +$15.2K | 0.04% | 360 |
|
|
2017
Q1 | $318K | Sell |
6,183
-27
| -0.4% | -$1.39K | 0.03% | 374 |
|
|
2016
Q4 | $276K | Sell |
6,210
-137
| -2% | -$6.09K | 0.04% | 388 |
|
|
2016
Q3 | $264K | Sell |
6,347
-56
| -0.9% | -$2.33K | 0.04% | 386 |
|
|
2016
Q2 | $254K | Sell |
6,403
-80
| -1% | -$3.17K | 0.04% | 386 |
|
|
2016
Q1 | $256K | Buy |
+6,483
| New | +$256K | 0.04% | 376 |
|