IA
IFP Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
21,479
+4,346
| +25% | +$99.8K | 0.01% | 841 |
|
|
2025
Q1 | $386K | Buy |
17,133
+2,307
| +16% | +$52K | 0.01% | 863 |
|
|
2024
Q4 | $338K | Sell |
14,826
-60,712
| -80% | -$1.38M | 0.01% | 894 |
|
|
2024
Q3 | $1.79M | Buy |
75,538
+9,402
| +14% | +$222K | 0.06% | 326 |
|
|
2024
Q2 | $187K | Buy |
66,136
+38,090
| +136% | +$108K | 0.01% | 1078 |
|
|
2024
Q1 | $109K | Buy |
28,046
+310
| +1% | +$1.2K | ﹤0.01% | 1255 |
|
|
2023
Q4 | $152K | Buy |
27,736
+10,381
| +60% | +$56.8K | 0.01% | 1083 |
|
|
2023
Q3 | $78.4K | Sell |
17,355
-1,225
| -7% | -$5.54K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $84.2K | Buy |
18,580
+1,708
| +10% | +$7.74K | ﹤0.01% | 1394 |
|
|
2023
Q1 | $119K | Sell |
16,872
-3,663
| -18% | -$25.9K | 0.01% | 1166 |
|
|
2022
Q4 | $145K | Sell |
20,535
-99,063
| -83% | -$699K | ﹤0.01% | 1530 |
|
|
2022
Q3 | $846K | Buy |
119,598
+9,376
| +9% | +$66.3K | 0.02% | 697 |
|
|
2022
Q2 | $780K | Hold |
110,222
| – | – | 0.03% | 660 |
|
|
2022
Q1 | $780K | Sell |
110,222
-395,602
| -78% | -$2.8M | 0.03% | 660 |
|
|
2021
Q4 | $3.21M | Buy |
505,824
+2
| +0% | +$13 | 0.06% | 178 |
|
|
2021
Q3 | $3.09M | Buy |
505,822
+202
| +0% | +$1.23K | 0.06% | 182 |
|
|
2021
Q2 | $3.31M | Hold |
505,620
| – | – | 0.07% | 168 |
|
|
2021
Q1 | $3.08M | Sell |
505,620
-4,749
| -0.9% | -$28.9K | 0.06% | 157 |
|
|
2020
Q4 | $3.25M | Buy |
510,369
+2,002
| +0.4% | +$12.8K | 0.13% | 132 |
|
|
2020
Q3 | $2.73M | Sell |
508,367
-2,830
| -0.6% | -$15.2K | 0.16% | 127 |
|
|
2020
Q2 | $2.91M | Buy |
511,197
+2,024
| +0.4% | +$11.5K | 0.23% | 89 |
|
|
2020
Q1 | $2.65M | Sell |
509,173
-1,248
| -0.2% | -$6.49K | 0.27% | 83 |
|
|
2019
Q4 | $3.64M | Buy |
510,421
+4,072
| +0.8% | +$29K | 0.27% | 86 |
|
|
2019
Q3 | $3.14M | Buy |
+506,349
| New | +$3.14M | 0.21% | 106 |
|
|
2019
Q1 | $41K | Sell |
7,133
-512,492
| -99% | -$2.95M | 0.01% | 1047 |
|
|
2018
Q4 | $2.97M | Buy |
519,625
+455,619
| +712% | +$2.61M | 0.18% | 133 |
|
|
2018
Q3 | $405K | Sell |
64,006
-775
| -1% | -$4.9K | 0.02% | 761 |
|
|
2018
Q2 | $439K | Sell |
64,781
-5,055
| -7% | -$34.3K | 0.02% | 712 |
|
|
2018
Q1 | $374K | Hold |
69,836
| – | – | 0.02% | 741 |
|
|
2017
Q4 | $374K | Sell |
69,836
-38,370
| -35% | -$205K | 0.02% | 739 |
|
|
2017
Q3 | $597K | Sell |
108,206
-714
| -0.7% | -$3.94K | 0.02% | 621 |
|
|
2017
Q2 | $596K | Buy |
108,920
+7,375
| +7% | +$40.4K | 0.03% | 609 |
|
|
2017
Q1 | $523K | Buy |
101,545
+833
| +0.8% | +$4.29K | 0.02% | 657 |
|
|
2016
Q4 | $448K | Buy |
100,712
+2,123
| +2% | +$9.44K | 0.02% | 662 |
|
|
2016
Q3 | $411K | Sell |
98,589
-19,582
| -17% | -$81.6K | 0.02% | 643 |
|
|
2016
Q2 | $467K | Buy |
118,171
+111,038
| +1,557% | +$439K | 0.03% | 569 |
|
|
2016
Q1 | $41K | Sell |
7,133
-115,704
| -94% | -$665K | 0.01% | 1047 |
|
|
2015
Q4 | $500K | Buy |
+122,837
| New | +$500K | 0.03% | 498 |
|