Pathstone Holdings’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,210
Closed -$347K 2337
2024
Q4
$347K Buy
15,210
+2,188
+17% +$49.9K ﹤0.01% 1893
2024
Q3
$308K Buy
13,022
+7,333
+129% +$173K ﹤0.01% 1950
2024
Q2
$161K Sell
5,689
-6,756
-54% -$191K ﹤0.01% 2182
2024
Q1
$483K Buy
12,445
+6,454
+108% +$250K ﹤0.01% 1687
2023
Q4
$328K Buy
+5,991
New +$328K ﹤0.01% 1761