Mather Group’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,809
Closed -$40.8K 1533
2025
Q1
$40.8K Sell
1,809
-73
-4% -$1.65K ﹤0.01% 932
2024
Q4
$42.9K Buy
1,882
+26
+1% +$593 ﹤0.01% 905
2024
Q3
$43.9K Buy
1,856
+855
+85% +$20.2K ﹤0.01% 907
2024
Q2
$38.8K Buy
+1,001
New +$38.8K ﹤0.01% 1069
2023
Q2
Sell
-7,204
Closed -$286K 649
2023
Q1
$286K Buy
7,204
+499
+7% +$19.8K 0.01% 410
2022
Q4
$392K Buy
6,705
+782
+13% +$45.7K 0.01% 350
2022
Q3
$338K Buy
+5,923
New +$338K 0.01% 347