HB Wealth 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
-1,207
Closed -$34.2K 981
2024
Q2
$34.2K Sell
1,207
-262
-18% -$7.41K ﹤0.01% 890
2024
Q1
$57K Sell
1,469
-467
-24% -$18.1K ﹤0.01% 825
2023
Q4
$106K Buy
1,936
+462
+31% +$25.3K ﹤0.01% 763
2023
Q3
$66.6K Buy
1,474
+316
+27% +$14.3K ﹤0.01% 745
2023
Q2
$52.4K Buy
1,158
+61
+6% +$2.76K ﹤0.01% 715
2023
Q1
$43.5K Buy
+1,097
New +$43.5K ﹤0.01% 704
2022
Q3
Sell
-1,016
Closed -$62K 613
2022
Q2
$62K Buy
+1,016
New +$62K ﹤0.01% 565