Carroll Financial Associates’s Liberty Global Class C LBTYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$4K Hold
156
﹤0.01% 1386
2021
Q3
$4K Hold
156
﹤0.01% 1425
2021
Q2
$4K Hold
156
﹤0.01% 1482
2021
Q1
$3K Hold
156
﹤0.01% 1453
2020
Q4
$3K Hold
156
﹤0.01% 1341
2020
Q3
$3K Hold
156
﹤0.01% 1282
2020
Q2
$3K Sell
156
-138
-47% -$2.76K ﹤0.01% 1297
2020
Q1
$4K Sell
294
-154
-34% -$2.89K ﹤0.01% 1180
2019
Q4
$9K Hold
448
﹤0.01% 1098
2019
Q3
$10K Hold
448
﹤0.01% 1008
2019
Q2
$11K Hold
448
﹤0.01% 984
2019
Q1
$10K Sell
448
-21
-4% -$497 ﹤0.01% 945
2018
Q4
$9K Sell
469
-3
-0.6% -$72 ﹤0.01% 890
2018
Q3
$13K Hold
472
﹤0.01% 828
2018
Q2
$12K Hold
472
﹤0.01% 813
2018
Q1
$14K Hold
472
﹤0.01% 759
2017
Q4
$15K Sell
472
-18
-4% -$553 ﹤0.01% 738
2017
Q3
$15K Buy
490
+18
+4% +$581 ﹤0.01% 730
2017
Q2
$14K Sell
472
-30
-6% -$936 ﹤0.01% 756
2017
Q1
$17K Hold
502
﹤0.01% 703
2016
Q4
$14K Hold
502
﹤0.01% 718
2016
Q3
$16K Buy
502
+27
+6% +$833 ﹤0.01% 705
2016
Q2
$13K Sell
475
-16
-3% -$504 ﹤0.01% 724
2016
Q1
$16K Sell
491
-124
-20% -$3.77K ﹤0.01% 662
2015
Q4
$21K Buy
615
+24
+4% +$866 ﹤0.01% 572
2015
Q3
$21K Sell
591
-199
-25% -$8.04K ﹤0.01% 563
2015
Q2
$32K Buy
790
+464
+142% +$19.2K 0.01% 457
2015
Q1
$13K Hold
326
0.01% 487
2014
Q4
$13K Sell
326
-346
-51% -$12.6K 0.01% 455
2014
Q3
$24K Hold
672
0.01% 422
2014
Q2
$23K Buy
672
+192
+40% +$6.35K 0.01% 451
2014
Q1
$16K Buy
480
+253
+111% +$8.45K 0.01% 452
2013
Q4
$7K Buy
227
+103
+83% +$3.21K ﹤0.01% 563
2013
Q3
$3K Sell
124
-103
-45% -$3.1K ﹤0.01% 660
2013
Q2
$6K Buy
+227
New +$6.36K ﹤0.01% 479

Other funds holding LBTYK

Carroll Financial Associates's LBTYK Position: Q4 2021 in Review

Carroll Financial Associates held its Liberty Global Class C (LBTYK) position steady in Q4 2021 at 156 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Carroll Financial Associates first reported a position in LBTYK in Q2 2013 and has held it in 35 quarters since. The position peaked at $32K in Q2 2015. 351 funds tracked by Wall St. Rank hold LBTYK as of Q4 2021.

  • Carroll Financial Associates held 156 shares of Liberty Global Class C worth $4K as of Q4 2021.
  • Carroll Financial Associates left its Liberty Global Class C share count unchanged in Q4 2021.
  • Liberty Global Class C made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1386 holding.
  • Carroll Financial Associates first reported a position in Liberty Global Class C in Q2 2013 and has held it in 35 quarters since.
  • Carroll Financial Associates's Liberty Global Class C position peaked at $32K in Q2 2015.
  • 351 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.