Integrated Wealth Concepts’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
72,771
+4,038
| +6% | +$92.8K | 0.02% | 680 |
|
|
2025
Q1 | $1.55M | Sell |
68,733
-5,658
| -8% | -$128K | 0.02% | 649 |
|
|
2024
Q4 | $1.7M | Buy |
+74,391
| New | +$1.7M | 0.02% | 617 |
|
|
2024
Q3 | – | Sell |
-2,605
| Closed | -$73.7K | – | 1730 |
|
|
2024
Q2 | $73.7K | Sell |
2,605
-8
| -0.3% | -$226 | ﹤0.01% | 1591 |
|
|
2024
Q1 | $101K | Buy |
2,613
+280
| +12% | +$10.9K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $128K | Buy |
2,333
+2
| +0.1% | +$109 | ﹤0.01% | 1510 |
|
|
2023
Q3 | $105K | Buy |
2,331
+258
| +12% | +$11.7K | ﹤0.01% | 1481 |
|
|
2023
Q2 | $93.9K | Hold |
2,073
| – | – | ﹤0.01% | 1494 |
|
|
2023
Q1 | $82K | Sell |
2,073
-17
| -0.8% | -$672 | ﹤0.01% | 1285 |
|
|
2022
Q4 | $122K | Sell |
2,090
-9
| -0.4% | -$525 | ﹤0.01% | 983 |
|
|
2022
Q3 | $120K | Buy |
2,099
+10
| +0.5% | +$572 | ﹤0.01% | 906 |
|
|
2022
Q2 | $128K | Buy |
2,089
+5
| +0.2% | +$306 | ﹤0.01% | 925 |
|
|
2022
Q1 | $138K | Sell |
2,084
-52
| -2% | -$3.44K | ﹤0.01% | 902 |
|
|
2021
Q4 | $136K | Buy |
2,136
+130
| +6% | +$8.28K | ﹤0.01% | 956 |
|
|
2021
Q3 | $122K | Buy |
2,006
+357
| +22% | +$21.7K | ﹤0.01% | 917 |
|
|
2021
Q2 | $108K | Buy |
1,649
+6
| +0.4% | +$393 | ﹤0.01% | 786 |
|
|
2021
Q1 | $100K | Buy |
1,643
+150
| +10% | +$9.13K | ﹤0.01% | 718 |
|
|
2020
Q4 | $95K | Hold |
1,493
| – | – | ﹤0.01% | 613 |
|
|
2020
Q3 | $80K | Hold |
1,493
| – | – | ﹤0.01% | 558 |
|
|
2020
Q2 | $88K | Hold |
1,493
| – | – | 0.01% | 504 |
|
|
2020
Q1 | $74K | Sell |
1,493
-7
| -0.5% | -$347 | 0.01% | 403 |
|
|
2019
Q4 | $107K | Buy |
+1,500
| New | +$107K | 0.01% | 465 |
|
|
2019
Q3 | – | Sell |
-1,254
| Closed | -$70K | – | 439 |
|
|
2019
Q2 | $70K | Buy |
+1,254
| New | +$70K | 0.01% | 381 |
|