IFG Advisory’s SiriusXM SIRI Stock Holding History

IFG Advisory’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.1K	Buy	+1,000	New	+$21.5K	0.07%	190
2024 Q3	–	Sell	-1,226	Closed	-$34.7K	–	572
2024 Q2	$34.7K	Sell	1,226 -774	-39%	-$23.1K	﹤0.01%	615
2024 Q1	$77.6K	Buy	2,000 +647	+48%	+$30.8K	0.01%	362
2023 Q4	$74K	Buy	1,353 +2	+0.1%	+$96	0.01%	571
2023 Q3	$61.1K	Buy	1,351 +88	+7%	+$4.09K	0.01%	532
2023 Q2	$57.2K	Sell	1,263 -2	-0.2%	-$76	0.01%	321
2023 Q1	$50.2K	Buy	1,265 +5	+0.4%	+$239	﹤0.01%	504
2022 Q4	$73K	Buy	+1,260	New	+$77.5K	0.01%	481
2022 Q3	–	Sell	-1,000	Closed	-$61K	–	532
2022 Q2	$61K	Sell	1,000 -295	-23%	-$18.3K	0.01%	453
2022 Q1	$85K	Buy	1,295 +9	+0.7%	+$566	0.01%	483
2021 Q4	$81K	Sell	1,286 -37	-3%	-$2.31K	0.01%	491
2021 Q3	$80K	Hold	1,323	–	–	0.01%	475
2021 Q2	$86K	Buy	+1,323	New	+$83K	0.01%	468
2021 Q1	–	Sell	-1,322	Closed	-$84K	–	486
2020 Q4	$84K	Buy	+1,322	New	+$81.2K	0.01%	445

Other funds holding SIRI

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return