Kestra Advisory Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+10,893
| New | +$250K | ﹤0.01% | 2494 |
|
|
2024
Q3 | – | Sell |
-2,931
| Closed | -$82.9K | – | 2702 |
|
|
2024
Q2 | $82.9K | Sell |
2,931
-703
| -19% | -$19.9K | ﹤0.01% | 2528 |
|
|
2024
Q1 | $141K | Sell |
3,634
-57
| -2% | -$2.21K | ﹤0.01% | 2337 |
|
|
2023
Q4 | $202K | Sell |
3,691
-56
| -1% | -$3.06K | ﹤0.01% | 2102 |
|
|
2023
Q3 | $169K | Sell |
3,747
-1,189
| -24% | -$53.7K | ﹤0.01% | 1951 |
|
|
2023
Q2 | $224K | Buy |
4,936
+223
| +5% | +$10.1K | ﹤0.01% | 1838 |
|
|
2023
Q1 | $187K | Sell |
4,713
-6,946
| -60% | -$276K | ﹤0.01% | 1862 |
|
|
2022
Q4 | $681K | Buy |
11,659
+915
| +9% | +$53.4K | 0.01% | 1231 |
|
|
2022
Q3 | $613K | Buy |
10,744
+596
| +6% | +$34K | 0.01% | 1203 |
|
|
2022
Q2 | $622K | Buy |
10,148
+6,051
| +148% | +$371K | 0.01% | 1190 |
|
|
2022
Q1 | $271K | Buy |
4,097
+23
| +0.6% | +$1.52K | ﹤0.01% | 1652 |
|
|
2021
Q4 | $259K | Sell |
4,074
-1,688
| -29% | -$107K | ﹤0.01% | 1702 |
|
|
2021
Q3 | $351K | Buy |
5,762
+1,787
| +45% | +$109K | ﹤0.01% | 1574 |
|
|
2021
Q2 | $260K | Sell |
3,975
-472
| -11% | -$30.9K | ﹤0.01% | 1664 |
|
|
2021
Q1 | $271K | Sell |
4,447
-884
| -17% | -$53.9K | ﹤0.01% | 1520 |
|
|
2020
Q4 | $342K | Buy |
5,331
+2,969
| +126% | +$190K | ﹤0.01% | 1406 |
|
|
2020
Q3 | $124K | Buy |
+2,362
| New | +$124K | ﹤0.01% | 1354 |
|