Wealthspire Advisors (New York)’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
14,861
-761
| -5% | -$17.5K | ﹤0.01% | 632 |
|
|
2025
Q1 | $352K | Sell |
15,622
-64
| -0.4% | -$1.44K | ﹤0.01% | 600 |
|
|
2024
Q4 | $358K | Buy |
15,686
+643
| +4% | +$14.7K | ﹤0.01% | 604 |
|
|
2024
Q3 | $356K | Buy |
15,043
+9,506
| +172% | +$225K | ﹤0.01% | 580 |
|
|
2024
Q2 | $157K | Buy |
5,537
+1
| +0% | +$28 | ﹤0.01% | 630 |
|
|
2024
Q1 | $215K | Hold |
5,536
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $303K | Buy |
5,536
+50
| +0.9% | +$2.74K | ﹤0.01% | 523 |
|
|
2023
Q3 | $248K | Sell |
5,486
-241
| -4% | -$10.9K | ﹤0.01% | 519 |
|
|
2023
Q2 | $259K | Sell |
5,727
-79
| -1% | -$3.58K | ﹤0.01% | 479 |
|
|
2023
Q1 | $231K | Sell |
5,806
-32
| -0.5% | -$1.27K | ﹤0.01% | 484 |
|
|
2022
Q4 | $341K | Buy |
5,838
+121
| +2% | +$7.07K | 0.01% | 436 |
|
|
2022
Q3 | $326K | Buy |
5,717
+207
| +4% | +$11.8K | 0.01% | 399 |
|
|
2022
Q2 | $338K | Hold |
5,510
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $365K | Sell |
5,510
-16
| -0.3% | -$1.06K | 0.01% | 323 |
|
|
2021
Q4 | $351K | Sell |
5,526
-679
| -11% | -$43.1K | 0.01% | 392 |
|
|
2021
Q3 | $379K | Buy |
+6,205
| New | +$379K | 0.01% | 411 |
|
|
2021
Q2 | – | Sell |
-5,988
| Closed | -$365K | – | 608 |
|
|
2021
Q1 | $365K | Buy |
+5,988
| New | +$365K | 0.01% | 491 |
|