JSF Financial’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,018
| Closed | -$55.7K | – | 117 |
|
|
2023
Q4 | $55.7K | Buy |
1,018
+5
| +0.5% | +$274 | 0.02% | 107 |
|
|
2023
Q3 | $45.8K | Buy |
1,013
+6
| +0.6% | +$271 | 0.02% | 100 |
|
|
2023
Q2 | $45.6K | Buy |
1,007
+7
| +0.7% | +$317 | 0.02% | 104 |
|
|
2023
Q1 | $39.7K | Sell |
1,000
-8,865
| -90% | -$352K | 0.01% | 112 |
|
|
2022
Q4 | $576K | Buy |
9,865
+246
| +3% | +$14.4K | 0.22% | 69 |
|
|
2022
Q3 | $549K | Buy |
9,619
+8,119
| +541% | +$463K | 0.21% | 58 |
|
|
2022
Q2 | $92K | Hold |
1,500
| – | – | 0.04% | 96 |
|
|
2022
Q1 | $99K | Hold |
1,500
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $95K | Sell |
1,500
-595
| -28% | -$37.7K | 0.05% | 112 |
|
|
2021
Q3 | $128K | Buy |
2,095
+10
| +0.5% | +$611 | 0.06% | 106 |
|
|
2021
Q2 | $136K | Sell |
2,085
-392
| -16% | -$25.6K | 0.08% | 101 |
|
|
2021
Q1 | $151K | Hold |
2,477
| – | – | 0.09% | 96 |
|
|
2020
Q4 | $158K | Hold |
2,477
| – | – | 0.11% | 93 |
|
|
2020
Q3 | $133K | Hold |
2,477
| – | – | 0.1% | 76 |
|
|
2020
Q2 | $145K | Hold |
2,477
| – | – | 0.13% | 63 |
|
|
2020
Q1 | $122K | Sell |
2,477
-620
| -20% | -$30.5K | 0.12% | 57 |
|
|
2019
Q4 | $221K | Hold |
3,097
| – | – | 0.22% | 58 |
|
|
2019
Q3 | $194K | Hold |
3,097
| – | – | 0.21% | 60 |
|
|
2019
Q2 | $173K | Hold |
3,097
| – | – | 0.19% | 62 |
|
|
2019
Q1 | $176K | Hold |
3,097
| – | – | 0.19% | 58 |
|
|
2018
Q4 | $177K | Buy |
+3,097
| New | +$177K | 0.18% | 55 |
|