Lee Financial’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-470	Closed	-$25.7K	–	702
2023 Q4	$25.7K	Hold	470	–	–	﹤0.01%	285
2023 Q3	$21.2K	Hold	470	–	–	﹤0.01%	295
2023 Q2	$21.3K	Hold	470	–	–	﹤0.01%	291
2023 Q1	$18.7K	Hold	470	–	–	﹤0.01%	318
2022 Q4	$27.4K	Hold	470	–	–	﹤0.01%	303
2022 Q3	$27K	Hold	470	–	–	0.01%	300
2022 Q2	$29K	Hold	470	–	–	0.01%	293
2022 Q1	$31K	Hold	470	–	–	0.01%	285
2021 Q4	$30K	Hold	470	–	–	0.01%	314
2021 Q3	$29K	Hold	470	–	–	0.01%	285
2021 Q2	$31K	Hold	470	–	–	0.01%	269
2021 Q1	$29K	Hold	470	–	–	0.01%	268
2020 Q4	$30K	Hold	470	–	–	0.01%	246
2020 Q3	$25K	Hold	470	–	–	0.01%	291
2020 Q2	$28K	Hold	470	–	–	0.01%	250
2020 Q1	$23K	Hold	470	–	–	0.01%	219
2019 Q4	$34K	Hold	470	–	–	0.01%	215
2019 Q3	$29K	Hold	470	–	–	0.01%	225
2019 Q2	$26K	Hold	470	–	–	0.01%	244
2019 Q1	$27K	Hold	470	–	–	0.01%	229
2018 Q4	$27K	Sell	470 -335	-42%	-$19.2K	0.01%	210
2018 Q3	$51K	Hold	805	–	–	0.01%	191
2018 Q2	$54K	Hold	805	–	–	0.01%	260
2018 Q1	$50K	Hold	805	–	–	0.01%	261
2017 Q4	$43K	Sell	805 -355	-31%	-$19K	0.01%	197
2017 Q3	$64K	Hold	1,160	–	–	0.02%	165
2017 Q2	$63K	Hold	1,160	–	–	0.02%	179
2017 Q1	$60K	Hold	1,160	–	–	0.02%	163
2016 Q4	$52K	Buy	+1,160	New	+$52K	0.03%	174