SFA
Source Financial Advisors’s SiriusXM SIRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $410K | Sell |
17,330
-154,541
| -90% | -$3.65M | 0.12% | 78 |
|
|
2024
Q2 | $486K | Buy |
171,871
+1,656
| +1% | +$4.69K | 0.15% | 71 |
|
|
2024
Q1 | $660K | Buy |
170,215
+132,455
| +351% | +$514K | 0.2% | 55 |
|
|
2023
Q4 | $207K | Buy |
37,760
+206
| +0.5% | +$1.13K | 0.06% | 120 |
|
|
2023
Q3 | $170K | Buy |
37,554
+220
| +0.6% | +$994 | 0.06% | 122 |
|
|
2023
Q2 | $169K | Buy |
37,334
+253
| +0.7% | +$1.15K | 0.06% | 130 |
|
|
2023
Q1 | $147K | Buy |
37,081
+201
| +0.5% | +$798 | 0.05% | 122 |
|
|
2022
Q4 | $215K | Buy |
36,880
+138
| +0.4% | +$806 | 0.08% | 113 |
|
|
2022
Q3 | $210K | Buy |
36,742
+132
| +0.4% | +$754 | 0.08% | 108 |
|
|
2022
Q2 | $224K | Buy |
36,610
+128
| +0.4% | +$783 | 0.09% | 103 |
|
|
2022
Q1 | $242K | Buy |
36,482
+546
| +2% | +$3.62K | 0.07% | 107 |
|
|
2021
Q4 | $228K | Buy |
35,936
+126
| +0.4% | +$799 | 0.06% | 102 |
|
|
2021
Q3 | $218K | Buy |
35,810
+84
| +0.2% | +$511 | 0.06% | 102 |
|
|
2021
Q2 | $234K | Buy |
35,726
+86
| +0.2% | +$563 | 0.06% | 97 |
|
|
2021
Q1 | $217K | Buy |
35,640
+88
| +0.2% | +$536 | 0.06% | 104 |
|
|
2020
Q4 | $226K | Buy |
+35,552
| New | +$226K | 0.06% | 102 |
|