Optimum Investment 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
Q3 | $5.89K | Hold |
253
| – | – | ﹤0.01% | 532 |
|
|
2025
Q2 | $5.81K | Hold |
253
| – | – | ﹤0.01% | 539 |
|
|
2025
Q1 | $5.7K | Hold |
253
| – | – | ﹤0.01% | 555 |
|
|
2024
Q4 | $5.77K | Hold |
253
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $5.98K | Buy |
+253
| New | +$7.86K | ﹤0.01% | 562 |
|
|
2022
Q2 | – | Sell |
-83
| Closed | -$5K | – | 885 |
|
|
2022
Q1 | $5K | Buy |
83
+1
| +1% | +$63 | ﹤0.01% | 735 |
|
|
2021
Q4 | $5K | Hold |
82
| – | – | ﹤0.01% | 733 |
|
|
2021
Q3 | $5K | Hold |
82
| – | – | ﹤0.01% | 749 |
|
|
2021
Q2 | $5K | Sell |
82
-9,400
| -99% | -$589K | ﹤0.01% | 817 |
|
|
2021
Q1 | $577K | Sell |
9,482
-2,199
| -19% | -$134K | 0.17% | 126 |
|
|
2020
Q4 | $744K | Sell |
11,681
-1,200
| -9% | -$73.7K | 0.23% | 102 |
|
|
2020
Q3 | $690K | Hold |
12,881
| – | – | 0.23% | 99 |
|
|
2020
Q2 | $756K | Hold |
12,881
| – | – | 0.26% | 86 |
|
|
2020
Q1 | $636K | Hold |
12,881
| – | – | 0.26% | 91 |
|
|
2019
Q4 | $921K | Hold |
12,881
| – | – | 0.27% | 95 |
|
|
2019
Q3 | $806K | Buy |
12,881
+1
| +0% | +$61 | 0.25% | 103 |
|
|
2019
Q2 | $719K | Hold |
12,880
| – | – | 0.23% | 107 |
|
|
2019
Q1 | $730K | Hold |
12,880
| – | – | 0.24% | 109 |
|
|
2018
Q4 | $735K | Buy |
12,880
+80
| +0.6% | +$4.86K | 0.25% | 102 |
|
|
2018
Q3 | $809K | Hold |
12,800
| – | – | 0.22% | 116 |
|
|
2018
Q2 | $867K | Hold |
12,800
| – | – | 0.25% | 107 |
|
|
2018
Q1 | $799K | Hold |
12,800
| – | – | 0.23% | 113 |
|
|
2017
Q4 | $686K | Hold |
12,800
| – | – | 0.22% | 135 |
|
|
2017
Q3 | $707K | Hold |
12,800
| – | – | 0.24% | 129 |
|
|
2017
Q2 | $700K | Hold |
12,800
| – | – | 0.24% | 124 |
|
|
2017
Q1 | $659K | Hold |
12,800
| – | – | 0.23% | 122 |
|
|
2016
Q4 | $570K | Hold |
12,800
| – | – | 0.21% | 130 |
|
|
2016
Q3 | $534K | Hold |
12,800
| – | – | 0.2% | 141 |
|
|
2016
Q2 | $506K | Hold |
12,800
| – | – | 0.2% | 141 |
|
|
2016
Q1 | $506K | Hold |
12,800
| – | – | 0.2% | 143 |
|
|
2015
Q4 | $521K | Hold |
12,800
| – | – | 0.2% | 141 |
|
|
2015
Q3 | $479K | Buy |
+12,800
| New | +$491K | 0.19% | 147 |
|
|
2013
Q4 | – | Sell |
-6
| Closed | – | – | 765 |
|
|
2013
Q3 | $0 | Buy |
+6
| New | +$223 | ﹤0.01% | 727 |
|
Other funds holding SIRI
KCMH
Optimum Investment Advisors's SIRI Position: Q3 2025 in Review
Optimum Investment Advisors held its SiriusXM (SIRI) position steady in Q3 2025 at 253 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #532.
Optimum Investment Advisors first reported a position in SIRI in Q3 2013 and has held it in 33 quarters since. The position peaked at $921K in Q4 2019. 544 funds tracked by Wall St. Rank hold SIRI as of Q3 2025.
- Optimum Investment Advisors held 253 shares of SiriusXM worth $5.89K as of Q3 2025.
- Optimum Investment Advisors left its SiriusXM share count unchanged in Q3 2025.
- SiriusXM made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #532 holding.
- Optimum Investment Advisors first reported a position in SiriusXM in Q3 2013 and has held it in 33 quarters since.
- Optimum Investment Advisors's SiriusXM position peaked at $921K in Q4 2019.
- 544 funds tracked by Wall St. Rank held SiriusXM as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.