SOA Wealth Advisors’s SiriusXM SIRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.92K Sell
214
-4
-2% -$92 ﹤0.01% 658
2025
Q1
$4.91K Sell
218
-5
-2% -$113 ﹤0.01% 635
2024
Q4
$5.09K Buy
223
+12
+6% +$274 ﹤0.01% 619
2024
Q3
$4.99K Buy
211
+1
+0.5% +$24 ﹤0.01% 605
2024
Q2
$5.95K Sell
210
-8
-4% -$227 ﹤0.01% 590
2024
Q1
$8.47K Buy
218
+1
+0.5% +$39 ﹤0.01% 558
2023
Q4
$11.9K Buy
217
+1
+0.5% +$55 ﹤0.01% 502
2023
Q3
$9.76K Buy
216
+1
+0.5% +$45 ﹤0.01% 523
2023
Q2
$9.74K Buy
215
+1
+0.5% +$45 ﹤0.01% 534
2023
Q1
$8.48K Buy
214
+1
+0.5% +$40 ﹤0.01% 549
2022
Q4
$12.4K Buy
213
+1
+0.5% +$58 ﹤0.01% 491
2022
Q3
$12K Buy
212
+1
+0.5% +$57 ﹤0.01% 486
2022
Q2
$12K Buy
211
+1
+0.5% +$57 ﹤0.01% 472
2022
Q1
$13K Hold
210
﹤0.01% 538
2021
Q4
$13K Buy
210
+1
+0.5% +$62 ﹤0.01% 526
2021
Q3
$12K Hold
209
﹤0.01% 555
2021
Q2
$13K Buy
209
+1
+0.5% +$62 ﹤0.01% 533
2021
Q1
$12K Hold
208
﹤0.01% 488
2020
Q4
$12K Buy
+208
New +$12K ﹤0.01% 483