Lehman Financial Resources’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $100K | Hold |
1,595
| – | – | 0.05% | 101 |
|
|
2018
Q2 | $107K | Sell |
1,595
-20
| -1% | -$1.34K | 0.05% | 85 |
|
|
2018
Q1 | $100K | Hold |
1,615
| – | – | 0.05% | 80 |
|
|
2017
Q4 | $86K | Hold |
1,615
| – | – | 0.04% | 80 |
|
|
2017
Q3 | $89K | Hold |
1,615
| – | – | 0.05% | 67 |
|
|
2017
Q2 | $86K | Hold |
1,615
| – | – | 0.05% | 61 |
|
|
2017
Q1 | $83K | Hold |
1,615
| – | – | 0.05% | 62 |
|
|
2016
Q4 | $71K | Hold |
1,615
| – | – | 0.04% | 60 |
|
|
2016
Q3 | $67K | Buy |
1,615
+93
| +6% | +$3.86K | 0.04% | 56 |
|
|
2016
Q2 | $60K | Hold |
1,522
| – | – | 0.03% | 60 |
|
|
2016
Q1 | $60K | Hold |
1,522
| – | – | 0.03% | 61 |
|
|
2015
Q4 | $61K | Hold |
1,522
| – | – | 0.03% | 59 |
|
|
2015
Q3 | $56K | Hold |
1,522
| – | – | 0.03% | 138 |
|
|
2015
Q2 | $56K | Hold |
1,522
| – | – | 0.03% | 143 |
|
|
2015
Q1 | $58K | Hold |
1,522
| – | – | 0.03% | 144 |
|
|
2014
Q4 | $53K | Sell |
1,522
-600
| -28% | -$20.9K | 0.03% | 140 |
|
|
2014
Q3 | $74K | Hold |
2,122
| – | – | 0.04% | 107 |
|
|
2014
Q2 | $73K | Hold |
2,122
| – | – | 0.03% | 112 |
|
|
2014
Q1 | $68K | Buy |
2,122
+100
| +5% | +$3.21K | 0.04% | 109 |
|
|
2013
Q4 | $71K | Buy |
2,022
+600
| +42% | +$21.1K | 0.04% | 95 |
|
|
2013
Q3 | $55K | Sell |
1,422
-35
| -2% | -$1.35K | 0.04% | 107 |
|
|
2013
Q2 | $49K | Buy |
+1,457
| New | +$49K | 0.03% | 104 |
|