Sequoia Financial Advisors’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 | $443K | Sell |
19,213
-649
| -3% | -$13.9K | ﹤0.01% | 1337 |
|
|
2025
Q4 | $397K | Buy |
19,862
+5,178
| +35% | +$111K | ﹤0.01% | 1408 |
|
|
2025
Q3 | $342K | Buy |
14,684
+219
| +2% | +$5.07K | ﹤0.01% | 1327 |
|
|
2025
Q2 | $332K | Buy |
14,465
+167
| +1% | +$3.59K | ﹤0.01% | 1220 |
|
|
2025
Q1 | $322K | Sell |
14,298
-1,999
| -12% | -$47.1K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $372K | Buy |
+16,297
| New | +$416K | ﹤0.01% | 928 |
|
|
2024
Q3 | – | Sell |
-3,055
| Closed | -$86.5K | – | 1360 |
|
|
2024
Q2 | $86.5K | Sell |
3,055
-2,533
| -45% | -$75.7K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $217K | Sell |
5,588
-408
| -7% | -$19.4K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $328K | Buy |
5,996
+374
| +7% | +$18K | ﹤0.01% | 889 |
|
|
2023
Q3 | $254K | Buy |
5,622
+117
| +2% | +$5.44K | ﹤0.01% | 756 |
|
|
2023
Q2 | $249K | Buy |
5,505
+2,189
| +66% | +$82.7K | ﹤0.01% | 763 |
|
|
2023
Q1 | $132K | Buy |
3,316
+84
| +3% | +$4.02K | ﹤0.01% | 789 |
|
|
2022
Q4 | $189K | Buy |
3,232
+160
| +5% | +$9.84K | ﹤0.01% | 740 |
|
|
2022
Q3 | $175K | Buy |
3,072
+194
| +7% | +$12.2K | 0.01% | 495 |
|
|
2022
Q2 | $176K | Sell |
2,878
-94
| -3% | -$5.84K | 0.01% | 552 |
|
|
2022
Q1 | $197K | Buy |
2,972
+162
| +6% | +$10.2K | ﹤0.01% | 621 |
|
|
2021
Q4 | $178K | Buy |
2,810
+1,805
| +180% | +$113K | ﹤0.01% | 557 |
|
|
2021
Q3 | $61K | Sell |
1,005
-195
| -16% | -$12.3K | 0.01% | 253 |
|
|
2021
Q2 | $78K | Buy |
1,200
+38
| +3% | +$2.38K | ﹤0.01% | 468 |
|
|
2021
Q1 | $71K | Sell |
1,162
-50
| -4% | -$3.05K | ﹤0.01% | 437 |
|
|
2020
Q4 | $77K | Buy |
1,212
+5
| +0.4% | +$307 | ﹤0.01% | 408 |
|
|
2020
Q3 | $65K | Sell |
1,207
-188
| -13% | -$10.8K | ﹤0.01% | 380 |
|
|
2020
Q2 | $82K | Buy |
1,395
+246
| +21% | +$13.8K | ﹤0.01% | 360 |
|
|
2020
Q1 | $57K | Buy |
1,149
+49
| +4% | +$3.21K | ﹤0.01% | 356 |
|
|
2019
Q4 | $79K | Hold |
1,100
| – | – | 0.01% | 374 |
|
|
2019
Q3 | $69K | Hold |
1,100
| – | – | 0.01% | 352 |
|
|
2019
Q2 | $61K | Hold |
1,100
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $62K | Buy |
1,100
+87
| +9% | +$5.19K | 0.01% | 361 |
|
|
2018
Q4 | $58K | Buy |
1,013
+13
| +1% | +$790 | 0.01% | 288 |
|
|
2018
Q3 | $63K | Hold |
1,000
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $68K | Hold |
1,000
| – | – | 0.01% | 301 |
|
|
2018
Q1 | $62K | Sell |
1,000
-180
| -15% | -$10.8K | 0.01% | 302 |
|
|
2017
Q4 | $63K | Hold |
1,180
| – | – | 0.01% | 299 |
|
|
2017
Q3 | $65K | Hold |
1,180
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $65K | Hold |
1,180
| – | – | 0.01% | 277 |
|
|
2017
Q1 | $61K | Hold |
1,180
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $53K | Hold |
1,180
| – | – | 0.01% | 269 |
|
|
2016
Q3 | $49K | Sell |
1,180
-83
| -7% | -$3.46K | 0.01% | 244 |
|
|
2016
Q2 | $50K | Buy |
1,263
+83
| +7% | +$3.26K | 0.01% | 247 |
|
|
2016
Q1 | $47K | Hold |
1,180
| – | – | 0.02% | 194 |
|
|
2015
Q4 | $48K | Hold |
1,180
| – | – | 0.02% | 173 |
|
|
2015
Q3 | $44K | Sell |
1,180
-250
| -17% | -$9.58K | 0.02% | 169 |
|
|
2015
Q2 | $53K | Hold |
1,430
| – | – | 0.02% | 187 |
|
|
2015
Q1 | $55K | Hold |
1,430
| – | – | 0.03% | 179 |
|
|
2014
Q4 | $50K | Hold |
1,430
| – | – | 0.03% | 158 |
|
|
2014
Q3 | $50K | Hold |
1,430
| – | – | 0.03% | 159 |
|
|
2014
Q2 | $49K | Buy |
+1,430
| New | +$46.5K | 0.04% | 156 |
|
Other funds holding SIRI
VPM
VCM
KCMH
