Krilogy Financial’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Buy |
62,154
+8,582
| +16% | +$184K | 0.05% | 258 |
|
|
2025
Q4 | $1.1M | Buy |
53,572
+577
| +1% | +$12.4K | 0.04% | 338 |
|
|
2025
Q3 | $1.17M | Buy |
52,995
+20,723
| +64% | +$479K | 0.04% | 308 |
|
|
2025
Q2 | $741K | Buy |
32,272
+16,293
| +102% | +$351K | 0.04% | 199 |
|
|
2025
Q1 | $360K | Sell |
15,979
-8,439
| -35% | -$199K | 0.02% | 209 |
|
|
2024
Q4 | $557K | Buy |
+24,418
| New | +$623K | 0.04% | 194 |
|
|
2021
Q2 | – | Sell |
-2,292
| Closed | -$140K | – | 277 |
|
|
2021
Q1 | $140K | Sell |
2,292
-6,098
| -73% | -$372K | 0.01% | 260 |
|
|
2020
Q4 | $534K | Buy |
8,390
+382
| +5% | +$23.5K | 0.06% | 171 |
|
|
2020
Q3 | $429K | Sell |
8,008
-679
| -8% | -$38.9K | 0.06% | 175 |
|
|
2020
Q2 | $510K | Sell |
8,687
-1,314
| -13% | -$73.6K | 0.08% | 152 |
|
|
2020
Q1 | $494K | Buy |
+10,001
| New | +$654K | 0.09% | 123 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$6K | – | 570 |
|
|
2018
Q3 | $6K | Buy |
+100
| New | +$6.96K | ﹤0.01% | 606 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$6K | – | 539 |
|
|
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 | +$3.83K | ﹤0.01% | 490 |
|
Other funds holding SIRI
VPM
VCM
KCMH
