Sowell Financial Services’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,107
| Closed | -$44K | – | 782 |
|
2023
Q1 | $44K | Buy |
+1,107
| New | +$44K | ﹤0.01% | 748 |
|
2021
Q2 | – | Sell |
-187
| Closed | -$11K | – | 2351 |
|
2021
Q1 | $11K | Buy |
187
+21
| +13% | +$1.24K | ﹤0.01% | 2290 |
|
2020
Q4 | $11K | Buy |
166
+5
| +3% | +$331 | ﹤0.01% | 1973 |
|
2020
Q3 | $9K | Hold |
161
| – | – | ﹤0.01% | 1843 |
|
2020
Q2 | $9K | Buy |
161
+1
| +0.6% | +$56 | ﹤0.01% | 1739 |
|
2020
Q1 | $8K | Sell |
160
-96
| -38% | -$4.8K | ﹤0.01% | 1691 |
|
2019
Q4 | $18K | Buy |
256
+96
| +60% | +$6.75K | ﹤0.01% | 1479 |
|
2019
Q3 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 1536 |
|