Next Financial Group’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$11K Buy
177
+47
+36% +$2.92K ﹤0.01% 2159
2021
Q3
$8K Hold
130
﹤0.01% 2106
2021
Q2
$9K Sell
130
-11
-8% -$762 ﹤0.01% 2031
2021
Q1
$9K Sell
141
-5,066
-97% -$323K ﹤0.01% 1921
2020
Q4
$332K Buy
5,207
+5,047
+3,154% +$322K 0.03% 526
2020
Q3
$8K Buy
+160
New +$8K ﹤0.01% 1697
2020
Q2
Sell
-887
Closed -$44K 1685
2020
Q1
$44K Sell
887
-2,397
-73% -$119K 0.01% 1029
2019
Q4
$235K Sell
3,284
-175
-5% -$12.5K 0.02% 640
2019
Q3
$217K Buy
3,459
+2,546
+279% +$160K 0.02% 642
2019
Q2
$51K Buy
913
+883
+2,943% +$49.3K 0.01% 1158
2019
Q1
$2K Sell
30
-836
-97% -$55.7K ﹤0.01% 1487
2018
Q4
$49K Buy
866
+836
+2,787% +$47.3K 0.01% 807
2018
Q3
$2K Buy
+30
New +$2K ﹤0.01% 1328
2017
Q4
Sell
-142
Closed -$8K 1219
2017
Q3
$8K Sell
142
-279
-66% -$15.7K ﹤0.01% 1300
2017
Q2
$23K Hold
421
0.01% 1030
2017
Q1
$21K Sell
421
-56
-12% -$2.79K 0.01% 1038
2016
Q4
$21K Sell
477
-320
-40% -$14.1K ﹤0.01% 1358
2016
Q3
$33K Buy
797
+87
+12% +$3.6K 0.01% 1129
2016
Q2
$28K Sell
710
-900
-56% -$35.5K 0.01% 847
2016
Q1
$63K Sell
1,610
-520
-24% -$20.3K 0.02% 551
2015
Q4
$86K Buy
2,130
+860
+68% +$34.7K 0.03% 464
2015
Q3
$47K Buy
1,270
+42
+3% +$1.55K 0.02% 649
2015
Q2
$45K Sell
1,228
-142
-10% -$5.2K 0.02% 704
2015
Q1
$52K Sell
1,370
-1,130
-45% -$42.9K 0.02% 648
2014
Q4
$88K Sell
2,500
-3,997
-62% -$141K 0.03% 500
2014
Q3
$227K Buy
+6,497
New +$227K 0.05% 420