SBIA
Sheaff Brock Investment Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.94M | Buy |
86,239
+169
| +0.2% | +$3.81K | 0.18% | 102 |
|
|
2024
Q4 | $1.96M | Buy |
86,070
+1
| +0% | +$23 | 0.17% | 111 |
|
|
2024
Q3 | $2.04M | Sell |
86,069
-780,635
| -90% | -$18.5M | 0.18% | 107 |
|
|
2024
Q2 | $2.45M | Sell |
866,704
-1,733
| -0.2% | -$4.9K | 0.23% | 89 |
|
|
2024
Q1 | $3.37M | Sell |
868,437
-4,250
| -0.5% | -$16.5K | 0.21% | 76 |
|
|
2023
Q4 | $4.77M | Sell |
872,687
-34,450
| -4% | -$188K | 0.37% | 59 |
|
|
2023
Q3 | $4.1M | Sell |
907,137
-2,460
| -0.3% | -$11.1K | 0.37% | 54 |
|
|
2023
Q2 | $4.12M | Sell |
909,597
-860
| -0.1% | -$3.9K | 0.35% | 60 |
|
|
2023
Q1 | $3.61M | Buy |
910,457
+30,590
| +3% | +$121K | 0.33% | 66 |
|
|
2022
Q4 | $5.14M | Hold |
879,867
| – | – | 0.51% | 49 |
|
|
2022
Q3 | $5.02M | Buy |
879,867
+15,657
| +2% | +$89.4K | 0.54% | 48 |
|
|
2022
Q2 | $5.3M | Buy |
864,210
+500
| +0.1% | +$3.07K | 0.44% | 44 |
|
|
2022
Q1 | $5.72M | Sell |
863,710
-3,150
| -0.4% | -$20.9K | 0.4% | 50 |
|
|
2021
Q4 | $5.51M | Buy |
866,860
+11,367
| +1% | +$72.2K | 0.37% | 52 |
|
|
2021
Q3 | $5.22M | Sell |
855,493
-14,505
| -2% | -$88.5K | 0.38% | 53 |
|
|
2021
Q2 | $5.69M | Buy |
869,998
+21,054
| +2% | +$138K | 0.41% | 48 |
|
|
2021
Q1 | $5.17M | Sell |
848,944
-981
| -0.1% | -$5.97K | 0.41% | 50 |
|
|
2020
Q4 | $5.41M | Buy |
849,925
+39
| +0% | +$248 | 0.45% | 42 |
|
|
2020
Q3 | $4.56M | Buy |
849,886
+8,038
| +1% | +$43.1K | 0.42% | 47 |
|
|
2020
Q2 | $4.94M | Buy |
841,848
+36
| +0% | +$211 | 0.49% | 35 |
|
|
2020
Q1 | $4.16M | Sell |
841,812
-50,915
| -6% | -$252K | 0.55% | 34 |
|
|
2019
Q4 | $6.38M | Buy |
892,727
+34
| +0% | +$243 | 0.62% | 30 |
|
|
2019
Q3 | $5.58M | Buy |
892,693
+35
| +0% | +$219 | 0.6% | 33 |
|
|
2019
Q2 | $4.98M | Buy |
892,658
+7,621
| +0.9% | +$42.5K | 0.54% | 40 |
|
|
2019
Q1 | $5.02M | Buy |
885,037
+7,215
| +0.8% | +$40.9K | 0.61% | 39 |
|
|
2018
Q4 | $5.01M | Buy |
877,822
+7,293
| +0.8% | +$41.6K | 0.79% | 31 |
|
|
2018
Q3 | $5.5M | Buy |
870,529
+227
| +0% | +$1.44K | 0.52% | 37 |
|
|
2018
Q2 | $5.89M | Buy |
870,302
+18,527
| +2% | +$125K | 0.58% | 32 |
|
|
2018
Q1 | $5.32M | Buy |
851,775
+14,931
| +2% | +$93.2K | 0.55% | 37 |
|
|
2017
Q4 | $4.49M | Buy |
836,844
+12,934
| +2% | +$69.3K | 0.58% | 42 |
|
|
2017
Q3 | $4.55M | Sell |
823,910
-1,369
| -0.2% | -$7.56K | 0.6% | 45 |
|
|
2017
Q2 | $4.51M | Buy |
825,279
+10,932
| +1% | +$59.8K | 0.59% | 42 |
|
|
2017
Q1 | $4.19M | Buy |
814,347
+1,234
| +0.2% | +$6.36K | 0.55% | 44 |
|
|
2016
Q4 | $3.62M | Buy |
813,113
+700
| +0.1% | +$3.12K | 0.46% | 52 |
|
|
2016
Q3 | $3.39M | Sell |
812,413
-7,700
| -0.9% | -$32.1K | 0.45% | 50 |
|
|
2016
Q2 | $3.24M | Sell |
820,113
-1,000
| -0.1% | -$3.95K | 0.41% | 52 |
|
|
2016
Q1 | $3.24M | Sell |
821,113
-117,845
| -13% | -$465K | 0.4% | 53 |
|
|
2015
Q4 | $3.82M | Buy |
+938,958
| New | +$3.82M | 0.43% | 50 |
|