Allworth Financial’s Liberty Media Series A FWONA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.3K | Buy |
340
+53
| +18% | +$5.03K | ﹤0.01% | 2200 |
|
2025
Q1 | $22.7K | Buy |
287
+77
| +37% | +$6.08K | ﹤0.01% | 1998 |
|
2024
Q4 | $17.4K | Buy |
210
+72
| +52% | +$5.98K | ﹤0.01% | 2173 |
|
2024
Q3 | $9.87K | Buy |
138
+20
| +17% | +$1.43K | ﹤0.01% | 2261 |
|
2024
Q2 | $8.49K | Sell |
118
-65
| -36% | -$4.68K | ﹤0.01% | 2289 |
|
2024
Q1 | $10.8K | Buy |
183
+144
| +369% | +$8.46K | ﹤0.01% | 2075 |
|
2023
Q4 | $2.26K | Sell |
39
-37
| -49% | -$2.15K | ﹤0.01% | 2635 |
|
2023
Q3 | $4.3K | Buy |
76
+23
| +43% | +$1.3K | ﹤0.01% | 2175 |
|
2023
Q2 | $3.45K | Sell |
53
-12
| -18% | -$781 | ﹤0.01% | 2263 |
|
2023
Q1 | $4.19K | Buy |
65
+29
| +81% | +$1.87K | ﹤0.01% | 2107 |
|
2022
Q4 | $1.82K | Sell |
36
-33
| -48% | -$1.67K | ﹤0.01% | 2275 |
|
2022
Q3 | $3K | Sell |
69
-278
| -80% | -$12.1K | ﹤0.01% | 2031 |
|
2022
Q2 | $19K | Buy |
347
+287
| +478% | +$15.7K | ﹤0.01% | 1258 |
|
2022
Q1 | $4K | Sell |
60
-244
| -80% | -$16.3K | ﹤0.01% | 1667 |
|
2021
Q4 | $17K | Buy |
304
+150
| +97% | +$8.39K | ﹤0.01% | 1182 |
|
2021
Q3 | $7K | Buy |
154
+126
| +450% | +$5.73K | ﹤0.01% | 1429 |
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1460 |
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1390 |
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1258 |
|
2020
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1092 |
|
2020
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1097 |
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1136 |
|
2019
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 981 |
|
2019
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 895 |
|
2019
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 880 |
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 893 |
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 807 |
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 842 |
|
2018
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 882 |
|