Summit Securities Group’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-685
| Closed | -$15.4K | – | 1240 |
|
|
2025
Q1 | $15.4K | Buy |
+685
| New | +$15.4K | ﹤0.01% | 374 |
|
|
2024
Q4 | – | Sell |
-118,200
| Closed | -$2.8M | – | 731 |
|
|
2024
Q3 | $2.8M | Buy |
+118,200
| New | +$2.8M | 0.74% | 9 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 642 |
|
|
2024
Q1 | – | Sell |
-281
| Closed | -$15K | – | 668 |
|
|
2023
Q4 | $15K | Buy |
281
+238
| +553% | +$12.7K | ﹤0.01% | 299 |
|
|
2023
Q3 | $2K | Buy |
43
+21
| +95% | +$977 | ﹤0.01% | 355 |
|
|
2023
Q2 | $1K | Sell |
22
-78
| -78% | -$3.55K | ﹤0.01% | 716 |
|
|
2023
Q1 | $4K | Sell |
100
-2,011
| -95% | -$80.4K | ﹤0.01% | 581 |
|
|
2022
Q4 | $123K | Sell |
2,111
-3,020
| -59% | -$176K | ﹤0.01% | 371 |
|
|
2022
Q3 | $293K | Buy |
5,131
+264
| +5% | +$15.1K | 0.02% | 214 |
|
|
2022
Q2 | $298K | Sell |
4,867
-153
| -3% | -$9.37K | 0.04% | 148 |
|
|
2022
Q1 | $332K | Buy |
+5,020
| New | +$332K | 0.04% | 172 |
|
|
2021
Q4 | – | Sell |
-1,358
| Closed | -$83K | – | 505 |
|
|
2021
Q3 | $83K | Sell |
1,358
-402
| -23% | -$24.6K | 0.01% | 317 |
|
|
2021
Q2 | $115K | Buy |
+1,760
| New | +$115K | 0.01% | 328 |
|
|
2021
Q1 | – | Sell |
-4,300
| Closed | -$274K | – | 397 |
|
|
2020
Q4 | $274K | Buy |
+4,300
| New | +$274K | 0.02% | 209 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 361 |
|
|
2015
Q3 | $0 | Sell |
1
-22
| -96% | – | ﹤0.01% | 452 |
|
|
2015
Q2 | $1K | Buy |
23
+20
| +667% | +$870 | ﹤0.01% | 431 |
|
|
2015
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 497 |
|
|
2014
Q4 | $0 | Sell |
6
-4
| -40% | – | ﹤0.01% | 556 |
|
|
2014
Q3 | $0 | Sell |
10
-43
| -81% | – | ﹤0.01% | 626 |
|
|
2014
Q2 | $2K | Buy |
53
+50
| +1,667% | +$1.89K | ﹤0.01% | 453 |
|
|
2014
Q1 | $0 | Sell |
3
-23
| -88% | – | ﹤0.01% | 454 |
|
|
2013
Q4 | $1K | Sell |
26
-40
| -61% | -$1.54K | ﹤0.01% | 402 |
|
|
2013
Q3 | $3K | Buy |
66
+21
| +47% | +$955 | ﹤0.01% | 275 |
|
|
2013
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 357 |
|