United Capital Financial Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,377
| Closed | -$95.6K | – | 1080 |
|
|
2024
Q2 | $95.6K | Buy |
3,377
+77
| +2% | +$2.18K | ﹤0.01% | 999 |
|
|
2024
Q1 | $128K | Buy |
+3,300
| New | +$128K | ﹤0.01% | 1036 |
|
|
2023
Q3 | – | Sell |
-3,992
| Closed | -$181K | – | 891 |
|
|
2023
Q2 | $181K | Sell |
3,992
-689
| -15% | -$31.2K | ﹤0.01% | 861 |
|
|
2023
Q1 | $186K | Sell |
4,681
-1,477
| -24% | -$58.6K | ﹤0.01% | 928 |
|
|
2022
Q4 | $360K | Sell |
6,158
-1,179
| -16% | -$68.9K | ﹤0.01% | 830 |
|
|
2022
Q3 | $419K | Sell |
7,337
-760
| -9% | -$43.4K | ﹤0.01% | 800 |
|
|
2022
Q2 | $496K | Sell |
8,097
-358
| -4% | -$21.9K | ﹤0.01% | 801 |
|
|
2022
Q1 | $560K | Buy |
8,455
+479
| +6% | +$31.7K | ﹤0.01% | 803 |
|
|
2021
Q4 | $506K | Buy |
7,976
+41
| +0.5% | +$2.6K | ﹤0.01% | 853 |
|
|
2021
Q3 | $484K | Sell |
7,935
-2,388
| -23% | -$146K | ﹤0.01% | 863 |
|
|
2021
Q2 | $675K | Buy |
10,323
+925
| +10% | +$60.5K | ﹤0.01% | 790 |
|
|
2021
Q1 | $572K | Buy |
9,398
+151
| +2% | +$9.19K | ﹤0.01% | 816 |
|
|
2020
Q4 | $589K | Sell |
9,247
-87
| -0.9% | -$5.54K | ﹤0.01% | 803 |
|
|
2020
Q3 | $500K | Buy |
9,334
+211
| +2% | +$11.3K | ﹤0.01% | 826 |
|
|
2020
Q2 | $536K | Buy |
9,123
+4
| +0% | +$235 | ﹤0.01% | 835 |
|
|
2020
Q1 | $450K | Sell |
9,119
-4,693
| -34% | -$232K | ﹤0.01% | 849 |
|
|
2019
Q4 | $988K | Buy |
13,812
+2,965
| +27% | +$212K | 0.01% | 783 |
|
|
2019
Q3 | $678K | Sell |
10,847
-119,411
| -92% | -$7.46M | ﹤0.01% | 850 |
|
|
2019
Q2 | $7.27M | Buy |
130,258
+117,632
| +932% | +$6.56M | 0.05% | 343 |
|
|
2019
Q1 | $716K | Buy |
12,626
+194
| +2% | +$11K | 0.01% | 868 |
|
|
2018
Q4 | $710K | Sell |
12,432
-240
| -2% | -$13.7K | 0.01% | 804 |
|
|
2018
Q3 | $801K | Sell |
12,672
-46
| -0.4% | -$2.91K | 0.01% | 841 |
|
|
2018
Q2 | $861K | Sell |
12,718
-262
| -2% | -$17.7K | 0.01% | 798 |
|
|
2018
Q1 | $810K | Buy |
12,980
+391
| +3% | +$24.4K | 0.01% | 825 |
|
|
2017
Q4 | $675K | Buy |
12,589
+77
| +0.6% | +$4.13K | 0.01% | 886 |
|
|
2017
Q3 | $691K | Sell |
12,512
-296
| -2% | -$16.3K | 0.01% | 873 |
|
|
2017
Q2 | $701K | Buy |
12,808
+250
| +2% | +$13.7K | 0.01% | 850 |
|
|
2017
Q1 | $647K | Buy |
12,558
+343
| +3% | +$17.7K | 0.01% | 856 |
|
|
2016
Q4 | $544K | Buy |
12,215
+1,021
| +9% | +$45.5K | 0.01% | 919 |
|
|
2016
Q3 | $467K | Buy |
11,194
+2,222
| +25% | +$92.7K | ﹤0.01% | 985 |
|
|
2016
Q2 | $359K | Buy |
8,972
+4,442
| +98% | +$178K | ﹤0.01% | 997 |
|
|
2016
Q1 | $179K | Buy |
4,530
+1,863
| +70% | +$73.6K | ﹤0.01% | 1140 |
|
|
2015
Q4 | $109K | Sell |
2,667
-1,015
| -28% | -$41.5K | ﹤0.01% | 1171 |
|
|
2015
Q3 | $138K | Buy |
3,682
+1,280
| +53% | +$48K | ﹤0.01% | 1190 |
|
|
2015
Q2 | $90K | Buy |
2,402
+101
| +4% | +$3.78K | ﹤0.01% | 1231 |
|
|
2015
Q1 | $91K | Sell |
2,301
-138
| -6% | -$5.46K | ﹤0.01% | 1222 |
|
|
2014
Q4 | $85K | Buy |
2,439
+3
| +0.1% | +$105 | ﹤0.01% | 1140 |
|
|
2014
Q3 | $85K | Buy |
+2,436
| New | +$85K | ﹤0.01% | 1083 |
|
|
2014
Q2 | – | Sell |
-2,276
| Closed | -$73K | – | 908 |
|
|
2014
Q1 | $73K | Buy |
+2,276
| New | +$73K | ﹤0.01% | 915 |
|
|
2013
Q4 | – | Sell |
-3,725
| Closed | -$144K | – | 745 |
|
|
2013
Q3 | $144K | Buy |
3,725
+80
| +2% | +$3.09K | ﹤0.01% | 653 |
|
|
2013
Q2 | $122K | Buy |
+3,645
| New | +$122K | ﹤0.01% | 677 |
|