SimplyRich’s SiriusXM SIRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$208K	Hold	9,064	–	–	0.06%	210
2025 Q1	$204K	Hold	9,064	–	–	0.06%	213
2024 Q4	$206K	Hold	9,064	–	–	0.06%	215
2024 Q3	$214K	Buy	+9,064	New	+$214K	0.06%	214
2024 Q2	–	Sell	-7,574	Closed	-$294K	–	184
2024 Q1	$294K	Sell	7,574 -894	-11%	-$34.7K	0.1%	151
2023 Q4	$463K	Hold	8,468	–	–	0.16%	117
2023 Q3	$382K	Hold	8,468	–	–	0.19%	106
2023 Q2	$383K	Buy	8,468 +22	+0.3%	+$995	0.14%	130
2023 Q1	$335K	Sell	8,446 -771	-8%	-$30.6K	0.13%	135
2022 Q4	$538K	Buy	9,217 +30	+0.3%	+$1.75K	0.21%	109
2022 Q3	$524K	Buy	9,187 +171	+2%	+$9.75K	0.24%	95
2022 Q2	$552K	Hold	9,016	–	–	0.23%	99
2022 Q1	$596K	Hold	9,016	–	–	0.21%	103
2021 Q4	$572K	Hold	9,016	–	–	0.19%	110
2021 Q3	$549K	Hold	9,016	–	–	0.2%	107
2021 Q2	$589K	Hold	9,016	–	–	0.27%	94
2021 Q1	$549K	Hold	9,016	–	–	0.22%	105
2020 Q4	$574K	Hold	9,016	–	–	0.26%	86
2020 Q3	$483K	Hold	9,016	–	–	0.24%	91
2020 Q2	$514K	Hold	9,016	–	–	0.28%	83
2020 Q1	$434K	Hold	9,016	–	–	0.29%	83
2019 Q4	$639K	Hold	9,016	–	–	0.32%	87
2019 Q3	$560K	Hold	9,016	–	–	0.31%	91
2019 Q2	$503K	Hold	9,016	–	–	0.28%	98
2019 Q1	$511K	Buy	9,016 +6	+0.1%	+$340	0.42%	64
2018 Q4	$515K	Hold	9,010	–	–	0.47%	65
2018 Q3	$569K	Hold	9,010	–	–	0.31%	104
2018 Q2	$610K	Hold	9,010	–	–	0.35%	95
2018 Q1	$562K	Hold	9,010	–	–	0.31%	106
2017 Q4	$483K	Buy	+9,010	New	+$483K	0.27%	116