SFA
Sequoia Financial Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
14,465
+167
| +1% | +$3.84K | ﹤0.01% | 1209 |
|
|
2025
Q1 | $322K | Sell |
14,298
-1,999
| -12% | -$45.1K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $372K | Buy |
+16,297
| New | +$372K | ﹤0.01% | 922 |
|
|
2024
Q3 | – | Sell |
-30,549
| Closed | -$86.5K | – | 1333 |
|
|
2024
Q2 | $86.5K | Sell |
30,549
-25,332
| -45% | -$71.7K | ﹤0.01% | 1159 |
|
|
2024
Q1 | $217K | Sell |
55,881
-4,081
| -7% | -$15.8K | ﹤0.01% | 1016 |
|
|
2023
Q4 | $328K | Buy |
59,962
+3,746
| +7% | +$20.5K | ﹤0.01% | 887 |
|
|
2023
Q3 | $254K | Buy |
56,216
+1,162
| +2% | +$5.25K | ﹤0.01% | 753 |
|
|
2023
Q2 | $249K | Buy |
55,054
+21,895
| +66% | +$99.2K | ﹤0.01% | 761 |
|
|
2023
Q1 | $132K | Buy |
33,159
+838
| +3% | +$3.33K | ﹤0.01% | 786 |
|
|
2022
Q4 | $189K | Buy |
32,321
+1,601
| +5% | +$9.35K | ﹤0.01% | 739 |
|
|
2022
Q3 | $175K | Buy |
30,720
+1,941
| +7% | +$11.1K | 0.01% | 495 |
|
|
2022
Q2 | $176K | Sell |
28,779
-938
| -3% | -$5.74K | 0.01% | 552 |
|
|
2022
Q1 | $197K | Buy |
29,717
+1,615
| +6% | +$10.7K | ﹤0.01% | 621 |
|
|
2021
Q4 | $178K | Buy |
28,102
+18,052
| +180% | +$114K | ﹤0.01% | 557 |
|
|
2021
Q3 | $61K | Sell |
10,050
-1,945
| -16% | -$11.8K | 0.01% | 253 |
|
|
2021
Q2 | $78K | Buy |
11,995
+380
| +3% | +$2.47K | ﹤0.01% | 468 |
|
|
2021
Q1 | $71K | Sell |
11,615
-500
| -4% | -$3.06K | ﹤0.01% | 437 |
|
|
2020
Q4 | $77K | Buy |
12,115
+50
| +0.4% | +$318 | ﹤0.01% | 408 |
|
|
2020
Q3 | $65K | Sell |
12,065
-1,885
| -14% | -$10.2K | ﹤0.01% | 380 |
|
|
2020
Q2 | $82K | Buy |
13,950
+2,459
| +21% | +$14.5K | ﹤0.01% | 360 |
|
|
2020
Q1 | $57K | Buy |
11,491
+491
| +4% | +$2.44K | ﹤0.01% | 356 |
|
|
2019
Q4 | $79K | Hold |
11,000
| – | – | 0.01% | 374 |
|
|
2019
Q3 | $69K | Hold |
11,000
| – | – | 0.01% | 352 |
|
|
2019
Q2 | $61K | Hold |
11,000
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $62K | Buy |
11,000
+875
| +9% | +$4.93K | 0.01% | 361 |
|
|
2018
Q4 | $58K | Buy |
10,125
+125
| +1% | +$716 | 0.01% | 288 |
|
|
2018
Q3 | $63K | Hold |
10,000
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $68K | Hold |
10,000
| – | – | 0.01% | 301 |
|
|
2018
Q1 | $62K | Sell |
10,000
-1,800
| -15% | -$11.2K | 0.01% | 302 |
|
|
2017
Q4 | $63K | Hold |
11,800
| – | – | 0.01% | 299 |
|
|
2017
Q3 | $65K | Hold |
11,800
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $65K | Hold |
11,800
| – | – | 0.01% | 277 |
|
|
2017
Q1 | $61K | Hold |
11,800
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $53K | Hold |
11,800
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $49K | Sell |
11,800
-830
| -7% | -$3.45K | 0.01% | 244 |
|
|
2016
Q2 | $50K | Buy |
12,630
+830
| +7% | +$3.29K | 0.01% | 247 |
|
|
2016
Q1 | $47K | Hold |
11,800
| – | – | 0.02% | 194 |
|
|
2015
Q4 | $48K | Hold |
11,800
| – | – | 0.02% | 173 |
|
|
2015
Q3 | $44K | Sell |
11,800
-2,500
| -17% | -$9.32K | 0.02% | 169 |
|
|
2015
Q2 | $53K | Hold |
14,300
| – | – | 0.02% | 187 |
|
|
2015
Q1 | $55K | Hold |
14,300
| – | – | 0.03% | 179 |
|
|
2014
Q4 | $50K | Hold |
14,300
| – | – | 0.03% | 158 |
|
|
2014
Q3 | $50K | Hold |
14,300
| – | – | 0.03% | 159 |
|
|
2014
Q2 | $49K | Buy |
+14,300
| New | +$49K | 0.04% | 156 |
|