SOA Wealth 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 | $300 | Hold |
13
| – | – | ﹤0.01% | 800 |
|
|
2025
Q4 | $260 | Sell |
13
-203
| -94% | -$4.36K | ﹤0.01% | 802 |
|
|
2025
Q3 | $5.04K | Buy |
216
+2
| +0.9% | +$46 | ﹤0.01% | 667 |
|
|
2025
Q2 | $4.92K | Sell |
214
-4
| -2% | -$86 | ﹤0.01% | 658 |
|
|
2025
Q1 | $4.91K | Sell |
218
-5
| -2% | -$118 | ﹤0.01% | 635 |
|
|
2024
Q4 | $5.09K | Buy |
223
+12
| +6% | +$306 | ﹤0.01% | 619 |
|
|
2024
Q3 | $4.99K | Buy |
211
+1
| +0.5% | +$31 | ﹤0.01% | 605 |
|
|
2024
Q2 | $5.95K | Sell |
210
-8
| -4% | -$239 | ﹤0.01% | 590 |
|
|
2024
Q1 | $8.47K | Buy |
218
+1
| +0.5% | +$48 | ﹤0.01% | 558 |
|
|
2023
Q4 | $11.9K | Buy |
217
+1
| +0.5% | +$48 | ﹤0.01% | 502 |
|
|
2023
Q3 | $9.76K | Buy |
216
+1
| +0.5% | +$46 | ﹤0.01% | 523 |
|
|
2023
Q2 | $9.74K | Buy |
215
+1
| +0.5% | +$38 | ﹤0.01% | 534 |
|
|
2023
Q1 | $8.48K | Buy |
214
+1
| +0.5% | +$48 | ﹤0.01% | 549 |
|
|
2022
Q4 | $12.4K | Buy |
213
+1
| +0.5% | +$61 | ﹤0.01% | 491 |
|
|
2022
Q3 | $12K | Buy |
212
+1
| +0.5% | +$63 | ﹤0.01% | 486 |
|
|
2022
Q2 | $12K | Buy |
211
+1
| +0.5% | +$62 | ﹤0.01% | 472 |
|
|
2022
Q1 | $13K | Hold |
210
| – | – | ﹤0.01% | 538 |
|
|
2021
Q4 | $13K | Buy |
210
+1
| +0.5% | +$63 | ﹤0.01% | 526 |
|
|
2021
Q3 | $12K | Hold |
209
| – | – | ﹤0.01% | 555 |
|
|
2021
Q2 | $13K | Buy |
209
+1
| +0.5% | +$63 | ﹤0.01% | 533 |
|
|
2021
Q1 | $12K | Hold |
208
| – | – | ﹤0.01% | 488 |
|
|
2020
Q4 | $12K | Buy |
+208
| New | +$12.8K | ﹤0.01% | 483 |
|
Other funds holding SIRI
VPM
VCM
KCMH
