Summit Securities Group’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 1365 |
|
|
2025
Q4 | – | Hold |
0
| – | – | – | 1264 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 1357 |
|
|
2025
Q2 | – | Sell |
-685
| Closed | -$14.7K | – | 1428 |
|
|
2025
Q1 | $15.4K | Buy |
+685
| New | +$16.1K | 0.01% | 499 |
|
|
2024
Q4 | – | Sell |
-118,200
| Closed | -$3.01M | – | 896 |
|
|
2024
Q3 | $2.79M | Buy |
+118,200
| New | +$3.67M | 1.77% | 28 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 818 |
|
|
2024
Q1 | – | Sell |
-281
| Closed | -$13.4K | – | 905 |
|
|
2023
Q4 | $15K | Buy |
281
+238
| +553% | +$11.4K | 0.01% | 490 |
|
|
2023
Q3 | $2K | Buy |
43
+21
| +95% | +$976 | ﹤0.01% | 513 |
|
|
2023
Q2 | $1K | Sell |
22
-78
| -78% | -$2.95K | ﹤0.01% | 854 |
|
|
2023
Q1 | $4K | Sell |
100
-2,011
| -95% | -$96.3K | ﹤0.01% | 723 |
|
|
2022
Q4 | $123K | Sell |
2,111
-3,020
| -59% | -$186K | 0.02% | 560 |
|
|
2022
Q3 | $293K | Buy |
5,131
+264
| +5% | +$16.6K | 0.06% | 349 |
|
|
2022
Q2 | $298K | Sell |
4,867
-153
| -3% | -$9.5K | 0.1% | 253 |
|
|
2022
Q1 | $332K | Buy |
+5,020
| New | +$316K | 0.1% | 293 |
|
|
2021
Q4 | – | Sell |
-1,358
| Closed | -$83K | – | 1028 |
|
|
2021
Q3 | $83K | Sell |
1,358
-402
| -23% | -$25.3K | 0.02% | 662 |
|
|
2021
Q2 | $115K | Buy |
+1,760
| New | +$110K | 0.02% | 674 |
|
|
2021
Q1 | – | Sell |
-4,300
| Closed | -$262K | – | 823 |
|
|
2020
Q4 | $274K | Buy |
+4,300
| New | +$264K | 0.07% | 473 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 441 |
|
|
2015
Q3 | $0 | Sell |
1
-22
| -96% | -$843 | ﹤0.01% | 509 |
|
|
2015
Q2 | $1K | Buy |
23
+20
| +667% | +$775 | ﹤0.01% | 431 |
|
|
2015
Q1 | $0 | Sell |
3
-3
| -50% | -$113 | ﹤0.01% | 613 |
|
|
2014
Q4 | $0 | Sell |
6
-4
| -40% | -$138 | ﹤0.01% | 723 |
|
|
2014
Q3 | $0 | Sell |
10
-43
| -81% | -$1.5K | ﹤0.01% | 797 |
|
|
2014
Q2 | $2K | Buy |
53
+50
| +1,667% | +$1.63K | ﹤0.01% | 498 |
|
|
2014
Q1 | $0 | Sell |
3
-23
| -88% | -$813 | ﹤0.01% | 556 |
|
|
2013
Q4 | $1K | Sell |
26
-40
| -61% | -$1.5K | ﹤0.01% | 466 |
|
|
2013
Q3 | $3K | Buy |
66
+21
| +47% | +$782 | ﹤0.01% | 327 |
|
|
2013
Q2 | $2K | Buy |
+45
| New | +$1.48K | ﹤0.01% | 488 |
|
Other funds holding SIRI
VPM
VCM
KCMH