Orion Portfolio Solutions’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,822
| Closed | -$108K | – | 1840 |
|
|
2024
Q2 | $108K | Buy |
3,822
+58
| +2% | +$1.64K | ﹤0.01% | 1678 |
|
|
2024
Q1 | $146K | Buy |
3,764
+2,605
| +225% | +$101K | ﹤0.01% | 1638 |
|
|
2023
Q4 | $63.5K | Buy |
1,159
+42
| +4% | +$2.3K | ﹤0.01% | 1628 |
|
|
2023
Q3 | $50.5K | Buy |
1,117
+96
| +9% | +$4.34K | ﹤0.01% | 1595 |
|
|
2023
Q2 | $46.2K | Sell |
1,021
-572
| -36% | -$25.9K | ﹤0.01% | 1615 |
|
|
2023
Q1 | $63.2K | Buy |
1,593
+13
| +0.8% | +$516 | ﹤0.01% | 1539 |
|
|
2022
Q4 | $92.3K | Buy |
+1,580
| New | +$92.3K | ﹤0.01% | 790 |
|
|
2021
Q1 | – | Sell |
-1,020
| Closed | -$65K | – | 563 |
|
|
2020
Q4 | $65K | Sell |
1,020
-112
| -10% | -$7.14K | ﹤0.01% | 492 |
|
|
2020
Q3 | $61K | Buy |
1,132
+42
| +4% | +$2.26K | ﹤0.01% | 437 |
|
|
2020
Q2 | $64K | Sell |
1,090
-213
| -16% | -$12.5K | ﹤0.01% | 651 |
|
|
2020
Q1 | $64K | Buy |
1,303
+184
| +16% | +$9.04K | ﹤0.01% | 535 |
|
|
2019
Q4 | $80K | Buy |
+1,119
| New | +$80K | 0.01% | 455 |
|