Steward Partners Investment Advisory’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
4,422
-106
| -2% | -$2.44K | ﹤0.01% | 2109 |
|
|
2025
Q1 | $102K | Buy |
4,528
+935
| +26% | +$21.1K | ﹤0.01% | 2004 |
|
|
2024
Q4 | $81.9K | Sell |
3,593
-149
| -4% | -$3.4K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $88.5K | Sell |
3,742
-1,233
| -25% | -$29.2K | ﹤0.01% | 1938 |
|
|
2024
Q2 | $141K | Sell |
4,975
-3,900
| -44% | -$110K | ﹤0.01% | 1619 |
|
|
2024
Q1 | $344K | Buy |
8,875
+2,314
| +35% | +$89.8K | ﹤0.01% | 1206 |
|
|
2023
Q4 | $359K | Buy |
6,561
+2,998
| +84% | +$164K | ﹤0.01% | 1140 |
|
|
2023
Q3 | $161K | Sell |
3,563
-288
| -7% | -$13K | ﹤0.01% | 1384 |
|
|
2023
Q2 | $174K | Hold |
3,851
| – | – | ﹤0.01% | 1350 |
|
|
2023
Q1 | $153K | Buy |
3,851
+30
| +0.8% | +$1.19K | ﹤0.01% | 1400 |
|
|
2022
Q4 | $223K | Sell |
3,821
-170
| -4% | -$9.93K | ﹤0.01% | 1196 |
|
|
2022
Q3 | $228K | Hold |
3,991
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q2 | $245K | Buy |
3,991
+10
| +0.3% | +$614 | ﹤0.01% | 1122 |
|
|
2022
Q1 | $264K | Buy |
3,981
+1,487
| +60% | +$98.6K | ﹤0.01% | 1188 |
|
|
2021
Q4 | $158K | Buy |
2,494
+23
| +0.9% | +$1.46K | ﹤0.01% | 1408 |
|
|
2021
Q3 | $151K | Hold |
2,471
| – | – | ﹤0.01% | 1386 |
|
|
2021
Q2 | $162K | Sell |
2,471
-835
| -25% | -$54.7K | ﹤0.01% | 1702 |
|
|
2021
Q1 | $201K | Buy |
3,306
+940
| +40% | +$57.3K | ﹤0.01% | 1297 |
|
|
2020
Q4 | $151K | Buy |
2,366
+402
| +20% | +$25.7K | ﹤0.01% | 1186 |
|
|
2020
Q3 | $105K | Sell |
1,964
-300
| -13% | -$16K | ﹤0.01% | 1206 |
|
|
2020
Q2 | $133K | Buy |
2,264
+201
| +10% | +$11.8K | ﹤0.01% | 1025 |
|
|
2020
Q1 | $101K | Hold |
2,063
| – | – | ﹤0.01% | 990 |
|
|
2019
Q4 | $147K | Buy |
2,063
+40
| +2% | +$2.85K | ﹤0.01% | 982 |
|
|
2019
Q3 | $126K | Sell |
2,023
-304
| -13% | -$18.9K | ﹤0.01% | 1000 |
|
|
2019
Q2 | $129K | Sell |
2,327
-954
| -29% | -$52.9K | ﹤0.01% | 956 |
|
|
2019
Q1 | $186K | Buy |
3,281
+1,190
| +57% | +$67.5K | 0.01% | 749 |
|
|
2018
Q4 | $119K | Sell |
2,091
-172
| -8% | -$9.79K | 0.01% | 741 |
|
|
2018
Q3 | $143K | Buy |
2,263
+1,021
| +82% | +$64.5K | 0.01% | 811 |
|
|
2018
Q2 | $84K | Sell |
1,242
-54
| -4% | -$3.65K | 0.01% | 906 |
|
|
2018
Q1 | $80K | Hold |
1,296
| – | – | 0.01% | 838 |
|
|
2017
Q4 | $69K | Sell |
1,296
-49
| -4% | -$2.61K | 0.01% | 730 |
|
|
2017
Q3 | $74K | Buy |
1,345
+21
| +2% | +$1.16K | 0.01% | 601 |
|
|
2017
Q2 | $72K | Hold |
1,324
| – | – | 0.01% | 547 |
|
|
2017
Q1 | $68K | Buy |
1,324
+10
| +0.8% | +$514 | 0.01% | 491 |
|
|
2016
Q4 | $58K | Buy |
+1,314
| New | +$58K | 0.03% | 307 |
|