GeoWealth 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	$3.33K	Buy	+145	New	+$3.33K	﹤0.01%	1158
2025 Q1	–	Sell	-860	Closed	-$19.6K	–	1703
2024 Q4	$19.6K	Sell	860 -116	-12%	-$2.65K	﹤0.01%	1381
2024 Q3	$23.1K	Buy	+976	New	+$23.1K	﹤0.01%	1254