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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

SIRI holding history

Sirius XM Holdings Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SIRI overviewAll 13F holders of SIRIFull Q4 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of SIRI by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−36,429−100.0%Sold outHolders
Q1 202436,429$141.3K<0.1%−6,084−14.3%ReducedHolders
Q4 202342,513$232.5K<0.1%−769−1.8%ReducedHolders
Q3 202343,282$195.6K<0.1%+134+0.3%AddedHolders
Q2 202343,148$195.5K<0.1%+286+0.7%AddedHolders
Q1 202342,862$170.2K<0.1%+340+0.8%AddedHolders
Q4 202242,522$248.3K0.1%+155+0.4%AddedHolders
Q3 202242,367$242.0K0.1%+148+0.4%AddedHolders
Q2 202242,219$259.0K0.1%+145+0.3%AddedHolders
Q1 202242,074$279.0K0.1%+783+1.9%AddedHolders
Q4 202141,291$262.0K<0.1%+138+0.3%AddedHolders
Q3 202141,153$251.0K<0.1%−1,400−3.3%ReducedHolders
Q2 202142,553$278.0K0.1%+94+0.2%AddedHolders
Q1 202142,459$259.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.