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Valeo Financial Advisors’s SiriusXM SIRI Stock Holding History

Valeo Financial Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322K Buy
10,916
+340
+3% +$9.14K 0.01% 602
2026
Q1 		$244K Sell
10,576
-4,614
-30% -$99.2K 0.01% 625
2025
Q4 		$304K Buy
15,190
+4,784
+46% +$103K 0.01% 619
2025
Q3 		$242K Buy
10,406
+14
+0.1% +$324 0.01% 684
2025
Q2 		$239K Buy
+10,392
New +$224K 0.01% 649
2024
Q3 		– Sell
-1,651
Closed -$46.7K – 738
2024
Q2 		$46.7K Buy
1,651
+15
+0.9% +$448 ﹤0.01% 639
2024
Q1 		$51.7K Buy
+1,636
New +$77.8K ﹤0.01% 636
2021
Q2 		– Sell
-161
Closed -$10K – 1600
2021
Q1 		$10K Buy
161
+61
+61% +$3.72K ﹤0.01% 1363
2020
Q4 		$6K Sell
100
-25
-20% -$1.53K ﹤0.01% 1343
2020
Q3 		$7K Hold
125
– – ﹤0.01% 1175
2020
Q2 		$7K Hold
125
– – ﹤0.01% 1415
2020
Q1 		$7K Sell
125
-106
-46% -$6.93K ﹤0.01% 1221
2019
Q4 		$16K Hold
231
– – ﹤0.01% 980
2019
Q3 		$14K Sell
231
-121
-34% -$7.44K ﹤0.01% 946
2019
Q2 		$20K Buy
352
+152
+76% +$8.65K ﹤0.01% 850
2019
Q1 		$11K Sell
200
-2
-1% -$119 ﹤0.01% 945
2018
Q4 		$12K Hold
202
– – ﹤0.01% 841
2018
Q3 		$12K Sell
202
-35
-15% -$2.44K ﹤0.01% 921
2018
Q2 		$16K Buy
237
+35
+17% +$2.36K ﹤0.01% 827
2018
Q1 		$13K Hold
202
– – ﹤0.01% 862
2017
Q4 		$11K Hold
202
– – ﹤0.01% 818
2017
Q3 		$11K Buy
+202
New +$11.2K ﹤0.01% 683

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