Valeo Financial Advisors’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
+10,392
| New | +$239K | 0.01% | 644 |
|
|
2024
Q3 | – | Sell |
-1,651
| Closed | -$46.7K | – | 713 |
|
|
2024
Q2 | $46.7K | Buy |
1,651
+15
| +0.9% | +$424 | ﹤0.01% | 639 |
|
|
2024
Q1 | $51.7K | Buy |
+1,636
| New | +$51.7K | ﹤0.01% | 636 |
|
|
2021
Q2 | – | Sell |
-161
| Closed | -$10K | – | 1504 |
|
|
2021
Q1 | $10K | Buy |
161
+61
| +61% | +$3.79K | ﹤0.01% | 1282 |
|
|
2020
Q4 | $6K | Sell |
100
-25
| -20% | -$1.5K | ﹤0.01% | 1316 |
|
|
2020
Q3 | $7K | Hold |
125
| – | – | ﹤0.01% | 1133 |
|
|
2020
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 1340 |
|
|
2020
Q1 | $7K | Sell |
125
-106
| -46% | -$5.94K | ﹤0.01% | 1172 |
|
|
2019
Q4 | $16K | Hold |
231
| – | – | ﹤0.01% | 967 |
|
|
2019
Q3 | $14K | Sell |
231
-121
| -34% | -$7.33K | ﹤0.01% | 934 |
|
|
2019
Q2 | $20K | Buy |
352
+152
| +76% | +$8.64K | ﹤0.01% | 845 |
|
|
2019
Q1 | $11K | Sell |
200
-2
| -1% | -$110 | ﹤0.01% | 938 |
|
|
2018
Q4 | $12K | Hold |
202
| – | – | ﹤0.01% | 833 |
|
|
2018
Q3 | $12K | Sell |
202
-35
| -15% | -$2.08K | ﹤0.01% | 911 |
|
|
2018
Q2 | $16K | Buy |
237
+35
| +17% | +$2.36K | ﹤0.01% | 821 |
|
|
2018
Q1 | $13K | Hold |
202
| – | – | ﹤0.01% | 859 |
|
|
2017
Q4 | $11K | Hold |
202
| – | – | ﹤0.01% | 815 |
|
|
2017
Q3 | $11K | Buy |
+202
| New | +$11K | ﹤0.01% | 678 |
|