Krilogy Financial’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$741K Buy
32,272
+16,293
+102% +$374K 0.04% 199
2025
Q1
$360K Sell
15,979
-8,439
-35% -$190K 0.02% 209
2024
Q4
$557K Buy
+24,418
New +$557K 0.04% 194
2021
Q2
Sell
-2,292
Closed -$140K 273
2021
Q1
$140K Sell
2,292
-6,098
-73% -$372K 0.01% 256
2020
Q4
$534K Buy
8,390
+382
+5% +$24.3K 0.06% 169
2020
Q3
$429K Sell
8,008
-679
-8% -$36.4K 0.06% 172
2020
Q2
$510K Sell
8,687
-1,314
-13% -$77.1K 0.08% 151
2020
Q1
$494K Buy
+10,001
New +$494K 0.09% 123
2018
Q4
Sell
-100
Closed -$6K 580
2018
Q3
$6K Buy
+100
New +$6K ﹤0.01% 605
2018
Q2
Sell
-100
Closed -$6K 566
2018
Q1
$6K Hold
100
﹤0.01% 585
2017
Q4
$5K Hold
100
﹤0.01% 605
2017
Q3
$6K Hold
100
﹤0.01% 633
2017
Q2
$5K Hold
100
﹤0.01% 596
2017
Q1
$4K Hold
100
﹤0.01% 602
2016
Q4
$4K Hold
100
﹤0.01% 602
2016
Q3
$4K Hold
100
﹤0.01% 623
2016
Q2
$4K Hold
100
﹤0.01% 630
2016
Q1
$4K Hold
100
﹤0.01% 559
2015
Q4
$4K Hold
100
﹤0.01% 337
2015
Q3
$4K Buy
+100
New +$4K ﹤0.01% 490