J.W. Cole Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Sell |
|
|||||
|
2025
Q2 | $228K | Buy |
|
|||||
|
2025
Q1 | $210K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $71.1K | Buy |
|
|||||
|
2024
Q1 | $94.6K | Buy |
|
|||||
|
2023
Q4 | $130K | Buy |
|
|||||
|
2023
Q3 | $107K | Sell |
|
|||||
|
2023
Q2 | $123K | Buy |
|
|||||
|
2023
Q1 | $107K | Buy |
|
|||||
|
2022
Q4 | $157K | Sell |
|
|||||
|
2022
Q3 | $170K | Buy |
|
|||||
|
2022
Q2 | $182K | Sell |
|
|||||
|
2022
Q1 | $199K | Buy |
|
|||||
|
2021
Q4 | $185K | Buy |
|
|||||
|
2021
Q3 | $177K | Buy |
|
|||||
|
2021
Q2 | $188K | Sell |
|
|||||
|
2021
Q1 | $195K | Buy |
|
|||||
|
2020
Q4 | $203K | Buy |
|
|||||
|
2020
Q3 | $132K | Sell |
|
|||||
|
2020
Q2 | $182K | Buy |
|
|||||
|
2020
Q1 | $51K | Sell |
|
|||||
|
2019
Q4 | $206K | Buy |
|