Lipe & Dalton’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$791K	Sell	34,450 -50	-0.1%	-$1.15K	0.43%	50
2025 Q1	$778K	Sell	34,500 -3,500	-9%	-$78.9K	0.44%	52
2024 Q4	$866K	Sell	38,000 -6,452	-15%	-$147K	0.46%	53
2024 Q3	$1.05M	Buy	+44,452	New	+$1.05M	0.53%	54