Gradient Investments’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17
| Closed | -$467 | – | 1110 |
|
|
2024
Q2 | $467 | Buy |
17
+9
| +113% | +$247 | ﹤0.01% | 1193 |
|
|
2024
Q1 | $310 | Sell |
8
-265
| -97% | -$10.3K | ﹤0.01% | 1075 |
|
|
2023
Q4 | $15K | Buy |
273
+221
| +425% | +$12.1K | ﹤0.01% | 757 |
|
|
2023
Q3 | $2.33K | Hold |
52
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q2 | $2.34K | Buy |
52
+10
| +24% | +$449 | ﹤0.01% | 1126 |
|
|
2023
Q1 | $1.65K | Hold |
42
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q4 | $2.43K | Sell |
42
-30
| -42% | -$1.74K | ﹤0.01% | 1059 |
|
|
2022
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 943 |
|
|
2022
Q1 | $5K | Buy |
72
+30
| +71% | +$2.08K | ﹤0.01% | 897 |
|
|
2021
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 1030 |
|
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 971 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 966 |
|
|
2021
Q1 | $3K | Sell |
42
-50
| -54% | -$3.57K | ﹤0.01% | 972 |
|
|
2020
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 819 |
|
|
2020
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $5K | Buy |
92
+49
| +114% | +$2.66K | ﹤0.01% | 750 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 936 |
|
|
2019
Q4 | $3K | Sell |
43
-195
| -82% | -$13.6K | ﹤0.01% | 906 |
|
|
2019
Q3 | $15K | Buy |
238
+21
| +10% | +$1.32K | ﹤0.01% | 575 |
|
|
2019
Q2 | $12K | Buy |
217
+175
| +417% | +$9.68K | ﹤0.01% | 613 |
|
|
2019
Q1 | $2K | Sell |
42
-73
| -63% | -$3.48K | ﹤0.01% | 758 |
|
|
2018
Q4 | $7K | Buy |
115
+73
| +174% | +$4.44K | ﹤0.01% | 660 |
|
|
2018
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $3K | Sell |
42
-42
| -50% | -$3K | ﹤0.01% | 782 |
|
|
2018
Q1 | $5K | Buy |
84
+42
| +100% | +$2.5K | ﹤0.01% | 735 |
|
|
2017
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 830 |
|
|
2017
Q3 | – | Sell |
-42
| Closed | -$2K | – | 630 |
|
|
2017
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 697 |
|
|
2017
Q1 | $2K | Sell |
42
-40
| -49% | -$1.91K | ﹤0.01% | 692 |
|
|
2016
Q4 | $4K | Hold |
82
| – | – | ﹤0.01% | 580 |
|
|
2016
Q3 | $3K | Buy |
82
+42
| +105% | +$1.54K | ﹤0.01% | 591 |
|
|
2016
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 620 |
|
|
2014
Q3 | – | Sell |
-190
| Closed | -$7K | – | 532 |
|
|
2014
Q2 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 386 |
|