Plante Moran Financial Advisors’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.3K Sell
450
-402
-47% -$9.23K ﹤0.01% 556
2025
Q1
$19.2K Hold
852
﹤0.01% 491
2024
Q4
$19.4K Hold
852
﹤0.01% 494
2024
Q3
$20.2K Buy
852
+402
+89% +$9.51K ﹤0.01% 525
2024
Q2
$12.7K Hold
450
﹤0.01% 548
2024
Q1
$17.5K Hold
450
﹤0.01% 522
2023
Q4
$24.6K Hold
450
﹤0.01% 423
2023
Q3
$20.3K Hold
450
﹤0.01% 433
2023
Q2
$20.4K Hold
450
﹤0.01% 439
2023
Q1
$17.9K Hold
450
﹤0.01% 467
2022
Q4
$26.3K Hold
450
﹤0.01% 412
2022
Q3
$26K Sell
450
-54
-11% -$3.12K ﹤0.01% 409
2022
Q2
$31K Hold
504
0.01% 385
2022
Q1
$33K Buy
504
+300
+147% +$19.6K 0.01% 400
2021
Q4
$13K Hold
204
﹤0.01% 644
2021
Q3
$12K Sell
204
-50
-20% -$2.94K ﹤0.01% 666
2021
Q2
$17K Buy
254
+50
+25% +$3.35K ﹤0.01% 592
2021
Q1
$12K Sell
204
-333
-62% -$19.6K ﹤0.01% 628
2020
Q4
$34K Sell
537
-50
-9% -$3.17K 0.01% 423
2020
Q3
$31K Buy
587
+50
+9% +$2.64K 0.01% 405
2020
Q2
$32K Sell
537
-428
-44% -$25.5K 0.01% 356
2020
Q1
$48K Sell
965
-300
-24% -$14.9K 0.02% 264
2019
Q4
$90K Buy
1,265
+234
+23% +$16.6K 0.03% 240
2019
Q3
$65K Hold
1,031
0.02% 301
2019
Q2
$58K Sell
1,031
-20
-2% -$1.13K 0.02% 309
2019
Q1
$60K Buy
1,051
+20
+2% +$1.14K 0.02% 296
2018
Q4
$59K Buy
1,031
+881
+587% +$50.4K 0.02% 265
2018
Q3
$9K Hold
150
﹤0.01% 510
2018
Q2
$10K Hold
150
0.01% 545
2018
Q1
$9K Buy
+150
New +$9K ﹤0.01% 625
2015
Q4
Sell
-154
Closed -$6K 987
2015
Q3
$6K Sell
154
-2,256
-94% -$87.9K ﹤0.01% 562
2015
Q2
$90K Buy
2,410
+841
+54% +$31.4K 0.06% 208
2015
Q1
$60K Hold
1,569
0.04% 254
2014
Q4
$55K Buy
1,569
+1,500
+2,174% +$52.6K 0.04% 267
2014
Q3
$2K Buy
+69
New +$2K ﹤0.01% 750
2014
Q2
Sell
-45
Closed -$1K 848
2014
Q1
$1K Hold
45
﹤0.01% 593
2013
Q4
$2K Hold
45
﹤0.01% 631
2013
Q3
$2K Buy
+45
New +$2K ﹤0.01% 564