Proficio Capital Partners’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,073
Closed -$310K 470
2025
Q1
$310K Sell
14,073
-185
-1% -$4.07K 0.02% 286
2024
Q4
$325K Buy
14,258
+791
+6% +$18K 0.03% 253
2024
Q3
$318K Buy
+13,467
New +$318K 0.03% 208
2021
Q2
Sell
-1,552
Closed -$95K 304
2021
Q1
$95K Buy
+1,552
New +$95K 0.01% 268
2020
Q4
Sell
-1,054
Closed -$56K 191
2020
Q3
$56K Sell
1,054
-45
-4% -$2.39K 0.01% 175
2020
Q2
$65K Sell
1,099
-42
-4% -$2.48K 0.01% 171
2020
Q1
$39K Buy
1,141
+30
+3% +$1.03K 0.01% 158
2019
Q4
$79K Sell
1,111
-216
-16% -$15.4K 0.02% 131
2019
Q3
$83K Buy
1,327
+9
+0.7% +$563 0.03% 117
2019
Q2
$74K Buy
1,318
+27
+2% +$1.52K 0.03% 270
2019
Q1
$73K Buy
1,291
+22
+2% +$1.24K 0.03% 260
2018
Q4
$72K Buy
1,269
+27
+2% +$1.53K 0.03% 218
2018
Q3
$79K Hold
1,242
0.03% 244
2018
Q2
$84K Hold
1,242
0.03% 231
2018
Q1
$78K Hold
1,242
0.02% 254
2017
Q4
$67K Sell
1,242
-425
-25% -$22.9K 0.02% 286
2017
Q3
$92K Hold
1,667
0.04% 257
2017
Q2
$95K Buy
1,667
+294
+21% +$16.8K 0.04% 257
2017
Q1
$70K Buy
1,373
+580
+73% +$29.6K 0.03% 313
2016
Q4
$35K Buy
793
+790
+26,333% +$34.9K 0.01% 325
2016
Q3
$0 Sell
3
-432
-99% ﹤0.01% 1139
2016
Q2
$19K Buy
435
+432
+14,400% +$18.9K 0.01% 438
2016
Q1
$0 Sell
3
-15
-83% ﹤0.01% 1160
2015
Q4
$1K Buy
+18
New +$1K ﹤0.01% 806