LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s SiriusXM SIRI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$72.2K	Hold	3,145	–	–	﹤0.01%	371
2025 Q1	$66.1K	Sell	3,145 -1,367	-30%	-$28.7K	﹤0.01%	364
2024 Q4	$98.8K	Sell	4,512 -454	-9%	-$9.94K	﹤0.01%	340
2024 Q3	$132K	Sell	4,966 -16,299	-77%	-$432K	﹤0.01%	319
2024 Q2	$82.5K	Hold	21,265	–	–	﹤0.01%	352
2024 Q1	$66.6K	Hold	21,265	–	–	﹤0.01%	370
2023 Q4	$108K	Hold	21,265	–	–	﹤0.01%	339
2023 Q3	$98.9K	Hold	21,265	–	–	﹤0.01%	358
2023 Q2	$96.3K	Hold	21,265	–	–	﹤0.01%	372
2023 Q1	$84.4K	Hold	21,265	–	–	﹤0.01%	362
2022 Q4	$124K	Hold	21,265	–	–	﹤0.01%	320
2022 Q3	$121K	Hold	21,265	–	–	﹤0.01%	330
2022 Q2	$130K	Hold	21,265	–	–	﹤0.01%	332
2022 Q1	$141K	Hold	21,265	–	–	﹤0.01%	338
2021 Q4	$135K	Hold	21,265	–	–	﹤0.01%	353
2021 Q3	$130K	Hold	21,265	–	–	﹤0.01%	353
2021 Q2	$139K	Sell	21,265 -277	-1%	-$1.81K	﹤0.01%	362
2021 Q1	$131K	Sell	21,542 -495	-2%	-$3.01K	﹤0.01%	296
2020 Q4	$140K	Buy	22,037 +772	+4%	+$4.9K	﹤0.01%	309
2020 Q3	$114K	Hold	21,265	–	–	﹤0.01%	311
2020 Q2	$125K	Hold	21,265	–	–	﹤0.01%	284
2020 Q1	$105K	Hold	21,265	–	–	﹤0.01%	291
2019 Q4	$152K	Hold	21,265	–	–	﹤0.01%	297
2019 Q3	$133K	Hold	21,265	–	–	﹤0.01%	302
2019 Q2	$119K	Hold	21,265	–	–	﹤0.01%	322
2019 Q1	$121K	Hold	21,265	–	–	﹤0.01%	304
2018 Q4	$121K	Hold	21,265	–	–	﹤0.01%	301
2018 Q3	$134K	Hold	21,265	–	–	﹤0.01%	313
2018 Q2	$144K	Hold	21,265	–	–	﹤0.01%	306
2018 Q1	$133K	Hold	21,265	–	–	﹤0.01%	330
2017 Q4	$114K	Hold	21,265	–	–	﹤0.01%	352
2017 Q3	$117K	Hold	21,265	–	–	﹤0.01%	339
2017 Q2	$125K	Hold	21,265	–	–	﹤0.01%	329
2017 Q1	$110K	Hold	21,265	–	–	﹤0.01%	336
2016 Q4	$95K	Hold	21,265	–	–	﹤0.01%	336
2016 Q3	$89K	Hold	21,265	–	–	﹤0.01%	345
2016 Q2	$84K	Hold	21,265	–	–	﹤0.01%	338
2016 Q1	$84K	Hold	21,265	–	–	﹤0.01%	330
2015 Q4	$87K	Buy	21,265 +5,000	+31%	+$20.5K	﹤0.01%	355
2015 Q3	$61K	Hold	16,265	–	–	﹤0.01%	399
2015 Q2	$61K	Sell	16,265 -10,000	-38%	-$37.5K	﹤0.01%	399
2015 Q1	$100K	Buy	26,265 +25,000	+1,976%	+$95.2K	﹤0.01%	365
2014 Q4	$4K	Hold	1,265	–	–	﹤0.01%	602
2014 Q3	$4K	Hold	1,265	–	–	﹤0.01%	571
2014 Q2	$4K	Hold	1,265	–	–	﹤0.01%	598
2014 Q1	$4K	Sell	1,265 -17,450	-93%	-$55.2K	﹤0.01%	590
2013 Q4	$65K	Sell	18,715 -1,000	-5%	-$3.47K	﹤0.01%	371
2013 Q3	$76K	Hold	19,715	–	–	﹤0.01%	336
2013 Q2	$66K	Buy	+19,715	New	+$66K	﹤0.01%	365