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 |
|