Prestige Wealth Management Group’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.48K	Hold	194	–	–	﹤0.01%	578
2025 Q4	$3.88K	Hold	194	–	–	﹤0.01%	637
2025 Q3	$4.52K	Hold	194	–	–	﹤0.01%	587
2025 Q2	$4.46K	Hold	194	–	–	﹤0.01%	581
2025 Q1	$4.37K	Hold	194	–	–	﹤0.01%	591
2024 Q4	$4.42K	Buy	+194	New	+$4.95K	﹤0.01%	638
2024 Q3	–	Sell	-194	Closed	-$5.5K	–	1048
2024 Q2	$5.5K	Sell	194 -67	-26%	-$2K	﹤0.01%	530
2024 Q1	$10.1K	Hold	261	–	–	﹤0.01%	440
2023 Q4	$14.3K	Hold	261	–	–	﹤0.01%	383
2023 Q3	$11.8K	Buy	261 +67	+35%	+$3.11K	﹤0.01%	413
2023 Q2	$8.8K	Sell	194 -200	-51%	-$7.55K	﹤0.01%	484
2023 Q1	$15.7K	Hold	394	–	–	﹤0.01%	366
2022 Q4	$23K	Hold	394	–	–	0.01%	337
2022 Q3	$23K	Hold	394	–	–	0.01%	298
2022 Q2	$24K	Hold	394	–	–	0.01%	306
2022 Q1	$26K	Hold	394	–	–	0.01%	306
2021 Q4	$25K	Hold	394	–	–	0.01%	346
2021 Q3	$24K	Hold	394	–	–	0.01%	346
2021 Q2	$26K	Hold	394	–	–	0.01%	323
2021 Q1	$24K	Sell	394 -18	-4%	-$1.1K	0.01%	333
2020 Q4	$26K	Buy	412 +13	+3%	+$798	0.01%	317
2020 Q3	$21K	Sell	399 -23	-5%	-$1.32K	0.01%	343
2020 Q2	$24K	Buy	422 +1	+0.2%	+$56	0.01%	304
2020 Q1	$21K	Sell	421 -1	-0.2%	-$65	0.01%	272
2019 Q4	$30K	Sell	422 -45	-10%	-$3.03K	0.02%	247
2019 Q3	$29K	Buy	467 +123	+36%	+$7.56K	0.02%	240
2019 Q2	$19K	Hold	344	–	–	0.01%	282
2019 Q1	$19K	Sell	344 -8	-2%	-$477	0.01%	288
2018 Q4	$20K	Buy	+352	New	+$21.4K	0.01%	309