Lido Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,931
| Closed | -$74.9K | – | 1264 |
|
|
2024
Q1 | $74.9K | Sell |
1,931
-1,886
| -49% | -$73.2K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $209K | Buy |
+3,817
| New | +$209K | ﹤0.01% | 1076 |
|
|
2023
Q3 | – | Sell |
-9,900
| Closed | -$448K | – | 1107 |
|
|
2023
Q2 | $448K | Sell |
9,900
-537
| -5% | -$24.3K | ﹤0.01% | 698 |
|
|
2023
Q1 | $414K | Buy |
10,437
+540
| +5% | +$21.4K | ﹤0.01% | 678 |
|
|
2022
Q4 | $578K | Hold |
9,897
| – | – | 0.01% | 486 |
|
|
2022
Q3 | $565K | Sell |
9,897
-1,651
| -14% | -$94.3K | 0.01% | 461 |
|
|
2022
Q2 | $707K | Sell |
11,548
-1,817
| -14% | -$111K | 0.01% | 383 |
|
|
2022
Q1 | $884K | Buy |
13,365
+400
| +3% | +$26.5K | 0.01% | 375 |
|
|
2021
Q4 | $823K | Hold |
12,965
| – | – | 0.01% | 412 |
|
|
2021
Q3 | $790K | Sell |
12,965
-651
| -5% | -$39.7K | 0.01% | 408 |
|
|
2021
Q2 | $890K | Buy |
13,616
+254
| +2% | +$16.6K | 0.01% | 362 |
|
|
2021
Q1 | $814K | Buy |
+13,362
| New | +$814K | 0.01% | 342 |
|
|
2016
Q4 | – | Sell |
-2,050
| Closed | -$85K | – | 236 |
|
|
2016
Q3 | $85K | Hold |
2,050
| – | – | 0.03% | 149 |
|
|
2016
Q2 | $81K | Buy |
+2,050
| New | +$81K | 0.03% | 153 |
|