United Capital Financial Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $95.6K | Buy |
|
|||||
|
2024
Q1 | $128K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $181K | Sell |
|
|||||
|
2023
Q1 | $186K | Sell |
|
|||||
|
2022
Q4 | $360K | Sell |
|
|||||
|
2022
Q3 | $419K | Sell |
|
|||||
|
2022
Q2 | $496K | Sell |
|
|||||
|
2022
Q1 | $560K | Buy |
|
|||||
|
2021
Q4 | $506K | Buy |
|
|||||
|
2021
Q3 | $484K | Sell |
|
|||||
|
2021
Q2 | $675K | Buy |
|
|||||
|
2021
Q1 | $572K | Buy |
|
|||||
|
2020
Q4 | $589K | Sell |
|
|||||
|
2020
Q3 | $500K | Buy |
|
|||||
|
2020
Q2 | $536K | Buy |
|
|||||
|
2020
Q1 | $450K | Sell |
|
|||||
|
2019
Q4 | $988K | Buy |
|
|||||
|
2019
Q3 | $678K | Sell |
|
|||||
|
2019
Q2 | $7.27M | Buy |
|
|||||
|
2019
Q1 | $716K | Buy |
|
|||||
|
2018
Q4 | $710K | Sell |
|
|||||
|
2018
Q3 | $801K | Sell |
|
|||||
|
2018
Q2 | $861K | Sell |
|
|||||
|
2018
Q1 | $810K | Buy |
|
|||||
|
2017
Q4 | $675K | Buy |
|
|||||
|
2017
Q3 | $691K | Sell |
|
|||||
|
2017
Q2 | $701K | Buy |
|
|||||
|
2017
Q1 | $647K | Buy |
|
|||||
|
2016
Q4 | $544K | Buy |
|
|||||
|
2016
Q3 | $467K | Buy |
|
|||||
|
2016
Q2 | $359K | Buy |
|
|||||
|
2016
Q1 | $179K | Buy |
|
|||||
|
2015
Q4 | $109K | Sell |
|
|||||
|
2015
Q3 | $138K | Buy |
|
|||||
|
2015
Q2 | $90K | Buy |
|
|||||
|
2015
Q1 | $91K | Sell |
|
|||||
|
2014
Q4 | $85K | Buy |
|
|||||
|
2014
Q3 | $85K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $73K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $144K | Buy |
|
|||||
|
2013
Q2 | $122K | Buy |
|