CFFP
LSXMA

Center for Financial Planning’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Center for Financial Planning’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35
Closed -$776 – 613
2024
Q2 		$776 Hold
35
– – ﹤0.01% 537
2024
Q1 		$1.04K Hold
35
– – ﹤0.01% 555
2023
Q4 		$1.01K Hold
35
– – ﹤0.01% 484
2023
Q3 		$891 Sell
35
-13
-27% -$308 ﹤0.01% 485
2023
Q2 		$1.15K Hold
48
– – ﹤0.01% 516
2023
Q1 		$984 Hold
48
– – ﹤0.01% 482
2022
Q4 		$1.38K Hold
48
– – ﹤0.01% 474
2022
Q3 		$1K Hold
48
– – ﹤0.01% 630
2022
Q2 		$1K Hold
48
– – ﹤0.01% 519
2022
Q1 		$2K Hold
48
– – ﹤0.01% 485
2021
Q4 		$2K Hold
48
– – ﹤0.01% 493
2021
Q3 		$2K Hold
48
– – ﹤0.01% 465
2021
Q2 		$2K Hold
48
– – ﹤0.01% 467
2021
Q1 		$2K Hold
48
– – ﹤0.01% 500
2020
Q4 		$2K Hold
48
– – ﹤0.01% 445
2020
Q3 		$1K Hold
48
– – ﹤0.01% 438
2020
Q2 		$1K Hold
48
– – ﹤0.01% 443
2020
Q1 		$1K Sell
48
-7
-13% -$221 ﹤0.01% 562
2019
Q4 		$2K Buy
+55
New +$1.82K ﹤0.01% 432

Other funds holding LSXMA

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Center for Financial Planning's LSXMA Position: Q3 2024 in Review

Center for Financial Planning sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2024, closing a stake of 35 shares — an estimated $776 sold.

Center for Financial Planning first reported a position in LSXMA in Q4 2019 and held it in 19 quarters. The position peaked at $2K in Q1 2022. 2 funds tracked by Wall St. Rank hold LSXMA as of Q3 2024.

  • Center for Financial Planning reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 35 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $776.
  • Center for Financial Planning first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2019 and held it in 19 quarters.
  • Center for Financial Planning's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $2K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.