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 |
|