Sugarloaf Wealth Management’s SiriusXM SIRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$6.39K Sell
280
-50
-15% -$1.14K ﹤0.01% 553
2024
Q3
$7.81K Buy
330
+1
+0.3% +$24 ﹤0.01% 527
2024
Q2
$9.3K Buy
329
+2
+0.6% +$57 ﹤0.01% 487
2024
Q1
$12.7K Buy
327
+1
+0.3% +$39 ﹤0.01% 460
2023
Q4
$17.8K Buy
326
+2
+0.6% +$109 ﹤0.01% 414
2023
Q3
$14.7K Buy
324
+1
+0.3% +$45 ﹤0.01% 418
2023
Q2
$14.6K Buy
323
+1
+0.3% +$45 ﹤0.01% 436
2023
Q1
$12.8K Buy
322
+1
+0.3% +$40 ﹤0.01% 446
2022
Q4
$18.7K Sell
321
-129
-29% -$7.53K ﹤0.01% 413
2022
Q3
$26K Buy
450
+1
+0.2% +$58 0.01% 382
2022
Q2
$28K Sell
449
-204
-31% -$12.7K 0.01% 360
2022
Q1
$43K Buy
653
+23
+4% +$1.52K 0.01% 303
2021
Q4
$40K Sell
630
-10
-2% -$635 0.01% 321
2021
Q3
$39K Buy
640
+67
+12% +$4.08K 0.01% 312
2021
Q2
$37K Buy
573
+1
+0.2% +$65 0.01% 315
2021
Q1
$35 Sell
572
-98
-15% -$6 0.01% 327
2020
Q4
$43K Buy
670
+1
+0.1% +$64 0.01% 269
2020
Q3
$36K Buy
669
+1
+0.1% +$54 0.01% 272
2020
Q2
$39K Buy
668
+1
+0.1% +$58 0.02% 275
2020
Q1
$33K Hold
667
0.01% 270
2019
Q4
$48K Buy
+667
New +$48K 0.02% 255