AllSquare Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

AllSquare Wealth Management’s Portfolio LSXMK Stock Details LSXMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-54	Closed	-$1.2K	–	550
2024 Q2	$1.2K	Hold	54	–	–	﹤0.01%	482
2024 Q1	$1.6K	Hold	54	–	–	﹤0.01%	473
2023 Q4	$1.55K	Hold	54	–	–	﹤0.01%	474
2023 Q3	$1.38K	Sell	54 -16	-23%	-$389	﹤0.01%	483
2023 Q2	$1.54K	Hold	70	–	–	﹤0.01%	491
2023 Q1	$1.51K	Hold	70	–	–	﹤0.01%	487
2022 Q4	$2.11K	Hold	70	–	–	﹤0.01%	457
2022 Q3	$2K	Hold	70	–	–	﹤0.01%	464
2022 Q2	$2K	Hold	70	–	–	﹤0.01%	469
2022 Q1	$2K	Hold	70	–	–	﹤0.01%	474
2021 Q4	$3K	Hold	70	–	–	﹤0.01%	460
2021 Q3	$3K	Hold	70	–	–	﹤0.01%	444
2021 Q2	$3K	Hold	70	–	–	﹤0.01%	463
2021 Q1	$2K	Hold	70	–	–	﹤0.01%	472
2020 Q4	$2K	Hold	70	–	–	﹤0.01%	438
2020 Q3	$2K	Hold	70	–	–	﹤0.01%	439
2020 Q2	$2K	Sell	70 -1	-1%	-$26	﹤0.01%	438
2020 Q1	$2K	Hold	71	–	–	﹤0.01%	418
2019 Q4	$3K	Hold	71	–	–	﹤0.01%	406
2019 Q3	$2K	Hold	71	–	–	﹤0.01%	423
2019 Q2	$2K	Hold	71	–	–	﹤0.01%	434
2019 Q1	$2K	Hold	71	–	–	﹤0.01%	438
2018 Q4	$2K	Hold	71	–	–	﹤0.01%	429
2018 Q3	$2K	Hold	71	–	–	﹤0.01%	447
2018 Q2	$2K	Buy	+71	New	+$2.37K	﹤0.01%	456

Other funds holding LSXMK

MWVC

Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AllSquare Wealth Management's LSXMK Position: Q3 2024 in Review

AllSquare Wealth Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 54 shares — an estimated $1.2K sold.

AllSquare Wealth Management first reported a position in LSXMK in Q2 2018 and held it in 25 quarters. The position peaked at $3K in Q4 2021. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

AllSquare Wealth Management reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
AllSquare Wealth Management sold 54 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $1.2K.
AllSquare Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2018 and held it in 25 quarters.
AllSquare Wealth Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $3K in Q4 2021.
6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on AllSquare Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.