KFS
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Kelly Financial Services’s SiriusXM SIRI Stock Holding History

Kelly Financial Services’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-133
Closed -$3.75K – 644
2024
Q2 		$3.75K Hold
133
– – ﹤0.01% 523
2024
Q1 		$5.14K Hold
133
– – ﹤0.01% 499
2023
Q4 		$7.25K Hold
133
– – ﹤0.01% 431
2023
Q3 		$5.99K Hold
133
– – ﹤0.01% 437
2023
Q2 		$6K Hold
133
– – ﹤0.01% 425
2023
Q1 		$5.26K Hold
133
– – ﹤0.01% 421
2022
Q4 		$7.74K Sell
133
-15
-10% -$922 ﹤0.01% 358
2022
Q3 		$8.47K Buy
148
+15
+11% +$943 ﹤0.01% 340
2022
Q2 		$8.12K Hold
133
– – ﹤0.01% 347
2022
Q1 		$8.77K Hold
133
– – ﹤0.01% 352
2021
Q4 		$8.41K Hold
133
– – ﹤0.01% 370
2021
Q3 		$8.08K Sell
133
-734
-85% -$46.1K ﹤0.01% 360
2021
Q2 		$1.32M Buy
867
+734
+552% +$46K 0.05% 97
2021
Q1 		$8.07K Sell
133
-99
-43% -$6.03K 0.01% 331
2020
Q4 		$14.8K Hold
232
– – 0.01% 224
2020
Q3 		$12.4K Hold
232
– – 0.01% 228
2020
Q2 		$13.6K Buy
232
+1
+0.4% +$56 0.01% 204
2020
Q1 		$11.4K Hold
231
– – 0.01% 194
2019
Q4 		$16.5K Hold
231
– – 0.01% 185
2019
Q3 		$14.4K Sell
231
-5
-2% -$307 0.01% 186
2019
Q2 		$13.2K Hold
236
– – 0.01% 194
2019
Q1 		$13.4K Buy
+236
New +$14.1K 0.01% 188

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FP
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State Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return