Source Financial Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $410K | Buy |
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|
2024
Q2 | $486K | Buy |
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|
2024
Q1 | $660K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | $170K | Buy |
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|
2023
Q2 | $169K | Buy |
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|
2023
Q1 | $147K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | $226K | Buy |
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