Jones Financial Companies’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
21,710
+3,664
| +20% | +$82.7K | ﹤0.01% | 1278 |
|
|
2025
Q1 | $411K | Buy |
18,046
+5,518
| +44% | +$126K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $286K | Buy |
12,528
+8,232
| +192% | +$188K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $105K | Sell |
4,296
-4,674
| -52% | -$114K | ﹤0.01% | 1385 |
|
|
2024
Q2 | $25.4K | Buy |
8,970
+8,720
| +3,488% | +$24.7K | ﹤0.01% | 1469 |
|
|
2024
Q1 | $970 | Hold |
250
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q4 | $1.37K | Buy |
+250
| New | +$1.37K | ﹤0.01% | 939 |
|
|
2013
Q4 | – | Sell |
-3,000
| Closed | -$12K | – | 484 |
|
|
2013
Q3 | $12K | Buy |
+3,000
| New | +$12K | ﹤0.01% | 498 |
|