OIA
Optimum Investment Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81K | Hold |
253
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $5.7K | Hold |
253
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $5.77K | Hold |
253
| – | – | ﹤0.01% | 542 |
|
|
2024
Q3 | $5.98K | Buy |
+253
| New | +$5.98K | ﹤0.01% | 562 |
|
|
2022
Q2 | – | Sell |
-825
| Closed | -$5K | – | 863 |
|
|
2022
Q1 | $5K | Buy |
825
+3
| +0.4% | +$18 | ﹤0.01% | 733 |
|
|
2021
Q4 | $5K | Buy |
822
+2
| +0.2% | +$12 | ﹤0.01% | 731 |
|
|
2021
Q3 | $5K | Buy |
820
+2
| +0.2% | +$12 | ﹤0.01% | 748 |
|
|
2021
Q2 | $5K | Sell |
818
-93,998
| -99% | -$575K | ﹤0.01% | 816 |
|
|
2021
Q1 | $577K | Sell |
94,816
-21,998
| -19% | -$134K | 0.17% | 126 |
|
|
2020
Q4 | $744K | Sell |
116,814
-11,998
| -9% | -$76.4K | 0.23% | 102 |
|
|
2020
Q3 | $690K | Buy |
128,812
+2
| +0% | +$11 | 0.23% | 99 |
|
|
2020
Q2 | $756K | Buy |
128,810
+2
| +0% | +$12 | 0.26% | 86 |
|
|
2020
Q1 | $636K | Buy |
128,808
+1
| +0% | +$5 | 0.26% | 91 |
|
|
2019
Q4 | $921K | Buy |
128,807
+2
| +0% | +$14 | 0.27% | 95 |
|
|
2019
Q3 | $806K | Buy |
128,805
+2
| +0% | +$13 | 0.25% | 103 |
|
|
2019
Q2 | $719K | Buy |
128,803
+1
| +0% | +$6 | 0.23% | 107 |
|
|
2019
Q1 | $730K | Buy |
128,802
+2
| +0% | +$11 | 0.24% | 109 |
|
|
2018
Q4 | $735K | Buy |
128,800
+800
| +0.6% | +$4.57K | 0.25% | 102 |
|
|
2018
Q3 | $809K | Hold |
128,000
| – | – | 0.22% | 116 |
|
|
2018
Q2 | $867K | Hold |
128,000
| – | – | 0.25% | 107 |
|
|
2018
Q1 | $799K | Hold |
128,000
| – | – | 0.23% | 113 |
|
|
2017
Q4 | $686K | Hold |
128,000
| – | – | 0.22% | 135 |
|
|
2017
Q3 | $707K | Hold |
128,000
| – | – | 0.24% | 129 |
|
|
2017
Q2 | $700K | Hold |
128,000
| – | – | 0.24% | 124 |
|
|
2017
Q1 | $659K | Hold |
128,000
| – | – | 0.23% | 122 |
|
|
2016
Q4 | $570K | Hold |
128,000
| – | – | 0.21% | 130 |
|
|
2016
Q3 | $534K | Hold |
128,000
| – | – | 0.2% | 141 |
|
|
2016
Q2 | $506K | Hold |
128,000
| – | – | 0.2% | 141 |
|
|
2016
Q1 | $506K | Hold |
128,000
| – | – | 0.2% | 143 |
|
|
2015
Q4 | $521K | Hold |
128,000
| – | – | 0.2% | 141 |
|
|
2015
Q3 | $479K | Buy |
+128,000
| New | +$479K | 0.19% | 147 |
|
|
2013
Q4 | – | Sell |
-60
| Closed | – | – | 765 |
|
|
2013
Q3 | $0 | Buy |
+60
| New | – | ﹤0.01% | 727 |
|