Loring Wolcott & Coolidge Fiduciary Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.2K | Hold |
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|
2025
Q1 | $66.1K | Sell |
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|
2024
Q4 | $98.8K | Sell |
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|
2024
Q3 | $132K | Buy |
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|
2024
Q2 | $82.5K | Hold |
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|
2024
Q1 | $66.6K | Hold |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $98.9K | Hold |
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|
2023
Q2 | $96.3K | Hold |
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|
2023
Q1 | $84.4K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $135K | Hold |
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|
2021
Q3 | $130K | Hold |
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|
2021
Q2 | $139K | Sell |
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|
2021
Q1 | $131K | Sell |
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|
2020
Q4 | $140K | Buy |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $125K | Hold |
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|
2020
Q1 | $105K | Hold |
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|
2019
Q4 | $152K | Hold |
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|
2019
Q3 | $133K | Hold |
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|
2019
Q2 | $119K | Hold |
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|
2019
Q1 | $121K | Hold |
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|
2018
Q4 | $121K | Hold |
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|
2018
Q3 | $134K | Hold |
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|
2018
Q2 | $144K | Hold |
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|
2018
Q1 | $133K | Hold |
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|
2017
Q4 | $114K | Hold |
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|
2017
Q3 | $117K | Hold |
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|
2017
Q2 | $125K | Hold |
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|
2017
Q1 | $110K | Hold |
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|
2016
Q4 | $95K | Hold |
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|
2016
Q3 | $89K | Hold |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $84K | Hold |
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|
2015
Q4 | $87K | Buy |
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|
2015
Q3 | $61K | Hold |
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|
2015
Q2 | $61K | Sell |
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|
2015
Q1 | $100K | Buy |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Sell |
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|
2013
Q4 | $65K | Sell |
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|
2013
Q3 | $76K | Hold |
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|
2013
Q2 | $66K | Buy |
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